IO Contributions - Pledges: How to match a contribution to a pledge when more than one pledge exists

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.

  1. Once the donor and fund have been selected, the gray handshake icon displays under the word Pledge. Click the icon.
  2. A new window opens that shows all of the pledges for the donor. Select one.
    How_to_marry_a_pledge_with_a_contribution_when_more_than_one_pledge_is_on_file.png
  3. The handshake icon will turn aqua to show the payment has been connected to a pledge record. Continue the entry and save the record.
    contribution_married_to_pledge.png
  4. 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.

 

 

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