Creating new pledge receipts
Use the New Pledge Receipt window to receipt money pledged by a:
- primary contact
- spouse
- primary contact and their spouse jointly
- primary contact and another community member jointly
- spouse and another community member jointly.
Note: If you use integrated donation receipts with the Finance Cash Receipts program, only use this function to update historical records.
Note: Always use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge.
You can also configure Synergetic to automatically allocate pledge receipts to electronic payments. See Configuring automatic pledge allocations in the Debtors manual.
New Pledge Receipt window key fields and buttons
Fields
Field | Description |
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Amount | Amount pledged by the donor. |
Already Received | Amount already received. |
Name | Defaults to the name of the donor's foundation if any, otherwise to the name of the primary contact. |
Drawer | Name of the drawer on a cheque received. |
Joint Gift | Whether the gift is made jointly or not. Either:
|
Date | Date that the gift was received. Defaults to today's date. |
Appeal | Appeal that the gift is being made in response to. See What is an appeal? |
Fund | Fund used to determine where the gift is to be directed to when it is received. See What is a fund? |
Anonymous Rcpt | Select this flag if the donor does not want to be listed on reports or in publications, such as your magazine. |
Recognition | Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications. |
Amount | Amount received from the donor. The amount:
|
Receipt No | Receipt number issued. |
Posting Number | If donor receipts are integrated with the Finance Cash Receipts program, this is the posting number that the donor receipts were entered into. See Entering cash receipts in the Debtors manual. |
Receipt Number | If donor receipts are integrated with the Finance Cash Receipts program, this is the receipt number that the donor receipts were entered into. See Entering cash receipts in the Debtors manual. |
G/L Journal Seq | If donor receipts are integrated with the Finance Cash Receipts program, this is the general ledger journal sequence number used. |
Buttons
Button | Description |
---|---|
Locate the community member that is jointly making the gift.
|
Enter Next Instalment Details window key fields
Field | Description |
---|---|
Next Instalment Date | Date the next instalment is scheduled for. |
Next Instalment Amount | Amount of the next instalment, calculated based on the number of instalments and the pledge amount. |