Hi, I added a contribution to a donor recently but forgot to add the soft credit. Is there a way I can go back and add the soft credit? Thanks.
Hey Katie,
I think the "standard" way for correcting a contribution entry to add a soft credit is to temporarily remove the contribution by reversing it out and then re-entering the contribution and adding the soft credit at that time.
When I worked at Tulsa Ballet, we had a Payment Method specified for adjustments like this where I could enter a negative amount of the contribution value against it, then re-enter the amount in the positive to the same Payment Method as a new contribution with whatever Soft Credit information was needed.
Thank you,
Brian
Hi Katie
I would go back to the Contribution, hit the adjust button and add the soft credit. This way you don't have to remove the contribution.
Hope this helps!
I second Ana's suggestion.
Can you do that once the batch is posted?
Yes, you need to open a new batch/posting to adjust any pledge.
A belated thank you Brian. Although we are having issues with negative values so will try Ana's suggestion on this occasion.
Thank you Ana, this worked a treat.