- Navigate to Contacts > Individuals
- Search for the contact name, and select Manage
- Select Financial tab > Transactions sub-tab > New Gift
- You will receive a Pop-up that reads:
'This contact has an outstanding open item(s).
To apply this gift to an open item(s) select "OK".
To enter a new gift select "Cancel"
- Enter the Amount Received
- Payment Type and other Payment Details information
- Under open items choose to Manually apply this payment to open items in the list below
- Select the plus symbol next to the transaction ID to expand
- Enter the amount received under the Amount to Apply column and select Save
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