In This Article:

    Creating a Pledge Installment through a Third Party Donor

    In This Article:

      When adding a donation, the Pay to Pledge Installment button also allows third parties to have their

      donations linked to other constituents' pledges if desired.

      1. Enter the desired information for the donation.

      2. Select the Pay to Pledge Installment button to apply this donation as payment toward a pledge.

      3. An Installment Search window opens. Select the Pledge Donor button.                                       

      4. Move your mouse pointer over Change Link and then select on the donor’s name.

      5. The Constituent Search window opens. Enter the desired criteria, choose the Search button, and then double click on the donor of the pledge to which you wish to apply this payment.

      6. Choose the Search button in the Installment Search window.

      7. Select the specific installment to which you wish to apply this donation, then choose the Select button.

      8. The Installment Search window closes and the donation is now linked to the appropriate pledge as an installment.

      9. Continue entering the appropriate donation information and choose the Save button.

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