Link/Unlink Gifts with Payments

Payments not automatically associated with a gift can be linked manually. Gifts that need to be unlinked from a given payment can similarly be unlinked or linked with another unlinked payment.

Link a Gift to a Payment

1. Navigate to a gift in a person record and select it.

2. Next to Payment, click Link to a payment.


If the gift is already linked to a payment, this reads Change linked payment.


3. Select the payment to be linked from the list of payments recorded from the donor near the date of the gift (+- 7 days). You may also enter a Transaction ID manually.

If the gift is already linked to a payment, you will also have the option to Remove existing link from this gift to the payment.

4. Click Save.

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