How to disassociate a contribution payment from a pledge

When payment is recorded on the initial pledge record, it is directly associated with the pledge record. This article tells how to disassociate a payment from a pledge.

1. Go to the Pledges page.
   • Using the Navigator Bar, select Pledges.
     -or-
   • Using the Pledges Card, select Go to Pledges.
     
2. Search for the pledge.  Once you have found the pledge record, click the record to display it on the screen. 
3. Click the View Contribution History button to see all the payments made by this contributor to this fund. Click the Edit button (pencil) in the upper right-hand corner of the pop-up screen to see donations made by this donor that have been applied to this pledge.
   
4. Look for a payment that you want to disassociate.
   • Click the box to unmark the payment.
   • Save the record.
     
5. The payment is now disassociated with this pledge record.

Updated September 17, 2024 18:15