IO Pledges - Edit: How to assign a contribution payment to a pledge

How to assign a contribution payment to a pledge

When payment is recorded on the initial pledge record, it is directly associated with the pledge record. This article tells how to associate a payment with a pledge when the payment was added before the pledge.  This can be done for any posted contribution against any posted pledge regardless of the method used to add either record.

  1. Go to the Pledges page.
    • Using the Navigator Bar, select Pledges.
      -or-
    • Using the Pledges Card, select Go to Pledges.
      IO_Pledges_Smaller.png
  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 to this fund, but that have not yet been applied.
    edit_payment_history_from_within_pledge.png
  4. Look for a payment that has no check in the box to the left and no pledge ID in the Pledge ID field to the right.
    • Click the box.
    • Save the record.
      edit_button_and_mark_payment_to_be_assigned_to_this_pledge.png
    • You may not see the Pledge ID when you first assign the payment to this pledge. But, when you go back in, using the edit button, you will then see the Pledge ID.
  5. The payment is now associated with this pledge record and should show up on statements and reports as such.
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