How do I update the fund on a pledge payment?

The funds on payments reflect the fund selected on the original pledge entry. If a donor chooses to change the fund that their pledge payment should benefit, we need to update the original pledge transaction. This will retroactively update all payments for that pledge.
  1. Click Accounts
  2. Search for the constituent's account
  3. Click the constituent's name
  4. Click Journal beneath their name heading
  5. Find the original pledge transaction on their journal history
  6. Click the journal description link; this will bring you to the pledge transaction screen
  7. Click the drop down menu next to Fund
  8. Select the fund that you would like this pledge to benefit
  9. Click Save and- at the bottom of the screen



Was this article helpful?