Views:

GOsupport Logo

 

 

Revised 03/20/2026

 
Sometimes a pledge payment is mistakenly entered as a new, separate gift rather than being applied to an existing pledge. This can occur, for example, when a payment is processed through an online giving platform such as GOdonate.

Using "Apply to Pledge" to Reassign a Payment

 

Note: This process must be done before the payment is sent to accounting. A payment that has previously been sent to accounting cannot be re-assigned to a pledge record.

 

To fix a misapplied payment, use the Apply to Pledge function on the Gift Payment created from the external/non-pledge transaction.

  1. Open the Gift Payment associated with the incorrectly created Gift record.
  2. Choose the 'Apply to Pledge' option.



 

  1. The system presents a list of Pledge payments for the specified donor that:
    1. Have an outstanding balance.
    2. Are eligible to receive additional payments.

  1. Select the appropriate pledge accrual to receive the payment.
  2. Confirm the reassignment.



 

  1. Once confirmed, the system:
    1. Reassigns the Gift Payment to the existing Pledge Gift record.
    2. Deactivates the original Gift record that was created by the GOdonate transaction.

Special Handling When Donor Covers Gift Fees

In some online giving scenarios, the donor covers the transaction or processing fee, resulting in a second payment item used to cover that fee. This occurs when:

  • The donor covered the fee during checkout in GOdonate, and
  • The gift fee was charted to a fund other than the primary Gift fund (according to the gift fee setup).

In this scenario, when you perform Apply to Pledge:

  • The main payment amount is reassigned to the pledge Gift record.
  • The second payment for the fee should remain with the original Gift record.