DM Pledges - Pledge Details: How to move a single donor's contributions from one pledge to another without having to create a correction batch

How to move a single donor's contributions from one pledge to another without having to create a correction batch

This article assumes you are moving contributions within the same fund. If the fund is different, you must use a correction batch to make this change.

  1. Go to the pledge to which you would like to move the contributions.
  2. Click the Eye icon in the Total Paid field.
  3. Click the Pencil Icon in the top right.
  4. Look for unchecked contributions that belong to different PledgeID's.
  5. Check the contributions that you would like to move to the pledge you are currently in.
    edit_sequence_to_change_pledge_payment_from_one_pledge_to_another.png
  6. Click the Save icon in the top right then click Yes to confirm.

 

 

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