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.
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.
Thank you Ana, this worked a treat.