Donations are not automatically linked to pledges – here are a few quick and simple ways to link them!
1) Through the 'Pledge Details' Page
When viewing a donor’s pledge details, navigate to the 'Unlinked Donation' section, which displays any recent donations made by the donor that have not already been linked to their pledge.
Clicking the 'Link' button next to the unlinked donation will automatically add the donation as a pledge installment and count towards the overall balance.
2) Through the 'Transaction Details' Page
You can manually link a donation to a pledge via the donation's 'Transaction Details' page.
In the '[DONOR NAME]'s Open Pledges' box on the right of the page, click the arrow next to the open pledge you want to link the donation.
Then, select 'Link' from the drop-down list.
That should link the donation to the pledge you selected!
3) While Manually Adding a Donation
When manually adding a donation, you can link it to a donor’s existing pledge.
Under the 'Optional Details' section of a new donation record, you can select a pledge option from the drop-down list under the 'Pledge' field.
Note: If the donor does not have an existing open pledge, you will not have this option and need to create one before completing this process.
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