Matching Gift: Add a Matching Gift Payment

Once you receive the matching gift of a previous donation, enter the payment as you would any new donation.

1. As soon as you confirm your search for the paying constituent, a warning pop-up indicates that the constituent has an outstanding installment that should be paid off.
   
   • • Click Yes on this pop-up to indicate that you wish to link this payment to the matching installment that was originally created in anticipation of this payment.
     • Click No will cancel the installment payment. You will then proceed to enter the donation as if it were a standalone donation.
2. If you clicked Yes, the Installment Search window appears. In the Installments table at the bottom of the window, you will see all unpaid matching installments previously created.
   
3. Click twice on the installment you wish to pay off, or click once (so the entire row turns yellow) and then click the Select button.
4. Returning to the original donation record, the original donor is now considered Soft Credit on this payment  donation, and all Fund/Campaign/Appeal values from the original donation appear on this donation.
5. The original donation is now a link at the bottom of the donation record, next to the Unlink Installment button.