LII Contributions - EOY Pledge: How to mark a correcting contribution as pre-paid

How to mark a correcting contribution as Pre-Paid

When you first enter a contribution for next year's Pledge and want to mark it as pre-paid, the software has a simple process for doing so.

However, if you first select the wrong fund or the donor changes their mind and wants to choose next year's fund and have it marked as pre-paid after first choosing this year's fund, the change fund option will not work. The change fund option does not allow you to mark a Contribution as Pre-Paid.

You must void the original contribution made to the wrong fund then enter the contribution for the new fund marking it as pre-paid before posting it. 

Follow these instructions to change the date of a batch.

 

 

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