- Go to the constituent record and open the pledge.
- From the Tasks menu in the Pledge click “Add Payment” to open the payment form.
- 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, the next payment that is due is listed. This confirms the payment is going to the pledge and does not show as a donation.
- Enter the payment information on the payment.
- The Marketing tab and Transaction details tab will fill in automatically based on information that was entered on the Pledge.
- Once all the information is entered correctly. click Save.
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