This Sunday was the first day for our church to receive payments in a financial campaign we are running. Some people have made pledges, and we have used CiviPledge to record those pledges.
I was under the assumption that when we recorded the donations to the same financial type as the pledge that CiviPledge would automatically figure out that that gift should count as a pledge payment.
However, it did not. I have since discovered the "Pledge" tab on an individual contact page which allows me to record a pledge payment, but that adds a completely different workflow to our record keeping.
Therefore, I have two related questions:
- Is there some way to connect a contribution to a pledge when the contribution is entered using the standard contribution entry form?
- How can I connect an existing contribution to a pledge after the contribution has been entered? (I am comfortable using the CiviCRM API, but have never programmed for the pledge component before.)
Any help will be appreciated.