Using credit memos and debit memos

You can apply a full or partial credit or debit to individual unpaid installments or simultaneously to all unpaid installments. Credits and debits are entered in the Enter and edit pledge credit memos window and the Enter and edit pledge debit memos window respectively.

Credits and debits can also be entered in the AR/Cash Enter and edit credit memos window and the AR/Cash Enter and edit debit memos window respectively.

A special feature of Fundraising is the ability to issue credit and debit memos against installments without requiring the invoice reference number or distribution codes. You can apply a credit memo or debit memo to individual funds for split gifts or pledges using the AR/Cash Enter and edit credit memos window or the AR/Cash Enter and edit debit memos window, respectively.

The donor's credit and debit information displays in the Fundraising History window and on the Pledge and Giving reports.

Note: Your ability to view, enter, edit, and delete pledge credit and debit memos is controlled by the Fundraising Authorization level (Authorization levels for pledge credit and debit memos) assigned to you.

More:
Viewing pledge adjustments in the Customer Portfolio
Working with credit memos
Enter and edit pledge credit memos window
Working with debit memos
Enter and edit pledge debit memos window
About finding credit and debit memos using multiple search criteria