Often our donors fulfill pledges by multiple payments. I know how to break the Opportunity up by Payments. However, if the donor makes open ended recurring payments and wants to apply them to the open pledge, how can I apply these to the Pledge Opportunity in Salesforce so that the Contact record doesn't show a doubled/inflated Donation History?
Also our board has a Give/Get obligation. So if they get someone to donate an amount, (yes, soft credit) but instead is it possible to apply the separate donation as a payment against the open pledge? Or some way to apply the Soft Credit as a payment against the pledge?
#Recurring Donation
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