Financials Module: Adjust Obligations/Pledges Assigned to Members

You can adjust Obligation totals (also known as Pledges, depending on your state) for Members who will be paying a reduced price. Adjustments may be necessary for various reasons, e.g. reduced cost programs, Fundraising, donations, sponsors, grants, etc.

How to Adjust Obligations/Pledges Assigned to Members (AKA Prorating)

  1. Go to the Financials Module: Ledger Page.
  2. Click the "Details" button next to the Member's name you want to adjust. The Member's financial information will display on screen.
  3. Click the "Adjust" button next to the Obligation/Pledge that you need to adjust the amount for.
  4. Enter the Prorated Amount in the Change total due field and click "Save adjustment".
    1. Example: $150 Total Due amount minus $25 off, equals an Adjusted Amount of $125.

Note: Once a Member has an adjusted Obligation/Pledge, it will show as a separate Obligation/Pledge on the Administrator Financial Obligations screen, with the words "prorated for (Name of Member)".

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