To edit the recognition credits when adding the payment: 
  1. Under Application details, click on the Recognition button
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  2. In the Recognition credits screen, search for the constituents that should receive recognition credits. Also enter the type of recognition, effective date (this should match the payment date), and amount. 
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  3. Click OK.
  4. Click Add to add the application to the payment and complete your data entry. Important Note: Recognition credits 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 recognition on each application. 

If you need to edit the recognition credits 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. If this was an event registration, instead click the hyperlink for the Total Amount. 
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  3. Go to the Recognition tab and click Edit recognition credits
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  4. In the Recognition credits screen, search for the constituents that should receive recognition credits. Also enter the type of recognition, effective date (this should match the payment date), and amount. 
  5. Click Save.