I want to list or build a query that looks at the last payment of a recurring gift or a pledge. How do the Last Installment/Payment and Latest Payment fields work in Query?
These fields are grouped close together among gift fields in a query:
Last Installment/Payment Amount and Last Installment/Payment Date Due These fields look at the schedule of a Pledge listing the date and amount of last scheduled pledge installment as shown on the pledge's Installments/Payments tab. These fields are not applicable to a Recurring Gift. Here is where the information is located on a Pledge record for these fields:
Latest Payment Amount and Latest Payment Made These fields look at the payments applied to a Pledge or a Recurring Gift. These fields list the most recent payment applied to the Pledge or Recurring Gift.
Here is where the information is located on a Pledge record for these fields:
NOTE: When a Pledge Payment IPay-Cash) Amount exceeds the Pledge Installment Amount and pays off multiple Installments the Latest Payment Amount field in Query will reflect the Installment Amount. It will not reflect the full Pledge payment amount.
And here is where the information is located on a Recurring Gift: