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When a pledge ends but it has not been paid in full, it displays with a status of Arrears. There are three ways to post payments to arrears pledges: automatically posting arrears payments, selecting the arrears option under Pledges when posting, and manually attaching gifts to the pledge.

Auto Post Arrears

You can opt to have payments automatically apply to arrears pledges. You will need to select the Auto Post Arrears option in both Contributions Setup and on the individual pledge. Once these options are set up, the payments posted to the contributor's pledge fund will be applied to the arrears pledge until it is paid in full.

 To set up automatic arrears payments to a pledge for individuals
  1. Under Advanced Tools, click the Settings tab.
  2. Select Contributions and click Go
  3. Click the Configuration tab.
  4. Select Auto Post Arrears, then click OK.
  5. Click Close.
  6. Under Manage Records, click the Contributions tab.
  7. Select Add/Edit Pledges and click Go .
  8. Click Find Person or Find Organization.
  9. Select the name of the contributor who has an arrears pledge and click OK.
  10. Click the pledge that is in arrears and click Edit.
  11. Select Auto Post Arrears and click OK.

You can also set up automatic arrears posting at the fund level. This way, all pledges to that fund within the date range you select will automatically post arrears payments.

 To set up automatic arrears payments at the fund level
  1. Under Advanced Tools, click the Settings tab.
  2. Select Contributions and click Go
  3. Click the Configuration tab.
  4. Select Auto Post Arrears, then click OK.
  5. Click Close.
  6. Under Advanced Tools, click the Settings tab.
  7. Select Add/Edit Funds and click Go .
  8. Select the fund you want to set up arrears posting for, and click Edit.
  9. Select Arrears Fund, then click OK.
  10. When the confirmation message displays, click Yes.
  11. Enter or select the date range for the pledges you want to auto post arrears to. Click OK.
  12. A confirmation message displays with the number of pledges that are updated.

Selecting Arrears when Posting

When entering a transaction, you can select to apply it to an arrears pledge. This is only if the option to Auto Post Arrears is not selected in Contributions Setup.

If the option to Auto Post Arrears is selected in Contributions Setup, but not on the individual pledge, you can attach posted gifts to the pledge.

Attaching Gifts

You can attach gifts to pledges, even when they are in arrears, as long as they are for the same fund. This is helpful if you are not using the Auto Post Arrears option. It is also useful if a gift wasn't posted to the arrears pledge, and afterwards you want to apply it.

 To attach pledge gifts
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Add/Edit Pledges and click Go .
  3. To select a contributor, click Find Person or Find Org.
  4. In the Find Person or Find Organization window, select the contributor's name, then click OK. Select the pledge you want to attach gifts to, then click Edit.
  5. In the Edit Pledge window, click View Gifts.
  6. Click Attach Gifts.
  7. When the list of unapplied gifts displays, select the gifts you want to attach to the pledge, then click OK.