To edit the recognition credits when adding the payment: 
  1. Under Application details, click on the Solicitors button
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  1. In the Solicitors screen, search for the constituents that should receive credit for soliciting the payment. Also enter the amount they should receive credit for.  
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  1. Click OK.
  2. Click Add to add the application to the payment and complete your data entry. Important Note: Solicitors are specific to the application of the payment, so if you have a gift that is split between multiple applications or multiple funds, you will need to edit the solicitor on each application. 
If you need to edit the Solicitor after the payment is added:
  1. If the payment was entered back office (through the Add a payment form or through Batch), open the payment record. You can do this through the constituent's record or through Transaction Search. If the payment was entered through a sales order (Daily Sales, Online Sales, or Advance Sales), you can follow the same steps from the Order record. Open the order record by going through Sales > Order search or through the constituent's record. 
  2. On the payment record under the Application Details section, click Go to Revenue
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  1. Go to the Solicitor tab and click Edit Solicitors
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  1. In the Solicitors screen, search for the constituents that should receive credit for soliciting the payment. Also enter the amount they should receive credit for.  
  2. Click Save