To maintain an audit trail, items purchased through Sales Orders (online, daily, advance, or group sales) cannot be changed after the sale is complete. To move the revenue from a stand alone donation to a pledge installment payment, you will process a refund, and you will need an Other payment method. If you do not have an Other payment, see our related solution to add an other payment method before you begin this process. Then you can reapply the revenue towards the pledge record using the steps below:
  1. Go to the sales order with the online donation. We recommend opening the order through Order Search or the Sales Orders tab of the constituent record to see all options.
  2. On the left side under Tasks, click Refund Order.
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  1. To avoid refunding the credit card and needing to recharge the credit card, under payment details, click on the Refund Method drop down and select an Other payment method, such as Other, Revenue Transfer, or Exchange: 
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  1. Enter a reason and comments if applicable, then click Refund.
  2. Go to the pledge record.
  3. Click Add Payment.
  4. Enter all of the information needed for the pledge payment.
  5. Under Payment information, select Other in the Payment method drop down. Under Other method, choose the method you selected in Step 4:
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  1. Click Save
The payment has now been applied to the pledge and the pledge balance will be correct.