- First, you will need to open the order. You can do this by searching for Sales > Order search or through the Sales Order tab on the constituent's record.
- On the Order Details tab, click Go to Revenue.
- Go to the Recognition tab and click Edit recognition credits.
- 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.
- Click Save.
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