- Go to the constituent record and at top left underneath Tasks, click Add Payment
- Enter the Amount being applied towards the pledge
- Note: If the payment is for more than the installment amount, you can choose where overpayment goes. These settings are configured by going to Revenue > Pledge overpayment options.
- Under Application details, change the Application to Pledge
- The next payment that is due will be listed. Select the pledge record this payment is going towards then click Add
- The Marketing tab and Transaction details tab will fill in automatically based on information that was entered on the Pledge.
- Confirm all entered is correct, then click Save.
If any additional concerns after performing the above steps, please click Chat with Support and reference this article.