You can use this checklist to identify why a pledge is missing from a batch when loading due pledge payments. Work through each condition below to find the cause.
The pledge status is set to Active.
The payment type is set to Direct Debit (if loading direct debits).
The instalment date falls between the dates used for loading payments into the batch.
Income Type matches the type entered.
Currency matches the type entered.
The DDI start date is either in the past, or before the instalment date being loaded.
If the pledge came from the web, it has to be imported first.
If you're loading direct debits, the DDI status is one of the following:
Active
New Sent
Conversion Sent
Account Moved
šNote: If you still have issues after checking the above, reach out via the Digital Assistant and request to speak to an agent.