Flag a donation from a donor if there is an outstanding pledge payment due.
When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.
Thank you for your consideration.
11
votes
Laura
shared this idea
The pledge is displayed across the top of the donation creation screen.
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Melissa Baxter commented
When a donor makes a gift, it would be great if an alert would pop up letting you know the donor has an outstanding pledge. Then, we could check the pledge and link if needed. Currently, we have to "remember" who has pledges if the donor sends a payment separate from pledge documentation.