"Payment pending" notification when payment in an uncommitted batch

There are often instances when a donor will call in and ask what their balance is and a general user of the system will look at a pledge and give the current balance that they see.  The problem comes in when there's a payment in a batch that hasn't been committed yet. 


If there is a payment in a batch that is uncommitted, but will be applied to the pledge, there's actually a notification "This pledge is pending in batch "insert number" and cannot be edited." A general user cannot open the batch to go check amounts, etc so it slows down the immediate response a donor would want. 


This idea is very similar to one that was suggested in 2015 about flagging payments for events in uncommitted batches that read in part For instance, show "payment pending" in the summary section, where the link to eth payment appears once payment is committed. It would also allow for instant status reporting, much needed in preparation for events.


  • Linda Arocho
  • Nov 5 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Jewish Federation of Northeastern New York
Reported Version 4.0
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