When payments are entered are entered in Back Office you may find that the payment was incorrectly entered as a new donation when the payment should have been applied directly to a pledge. Follow the steps below in order to change the application of a payment entered through the Back Office.
- Open the payment record that was applied incorrectly
- Click Edit Payment from the Tasks menu in the explorer bar
- Click on the existing application and click Remove
- Under the Application section, select Pledge
- Once Pledge is selected existing pledge commitments for the constituents will be displayed. If the payment should be applied to another constituents pledge, please see our related knowledgebase article: I need to pay for another constituents pledge
- Select commitment and Click Add
- Click Save