How to match a contribution to a pledge when more than one pledge exists
When a contribution is added for a donor who has multiple pledges to a fund, a handshake icon will display under the word Pledge on the entry screen.
- Once the donor and fund have been selected, the gray handshake icon displays under the word Pledge. Click the icon.
- A new window opens that shows all of the pledges for the donor. Select one.
- The handshake icon will turn aqua to show the payment has been connected to a pledge record. Continue the entry and save the record.
- If the fund is not set up to require pledges, the software will allow you to complete the entry without matching a pledge to the payment. If you forgot to match the payment to the pledge record, you may match the payment through the pledge.