Practice applying a payment to an open pledge by completing these 3 steps in your FastFund environment:
- Navigate to Receipts: Go to Transactions > Donations/Receipts.
- Trigger the Alert: Leave the Type as Cash Gift. In the Donor field, select a constituent who you know has an open pledge. Observe how the Pledge Payments button appears above the distribution grid to alert you of the open balance.
- Apply the Funds: Click the Pledge Payments button. Note how the Appeal field grays out and the open pledge details appear at the bottom. Enter a mock Amount at the top, type that same amount into the Payment field next to the open pledge, and then clear the screen without saving.