Link/Unlink Gifts with Payments

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

📝 Note

Understanding the distinction between gifts and payments is critical. See Payments vs. Gifts for more information.

To link a payment to a gift, open the gift record and locate the Payment section.

Click Link to a payment:

If the gift is already linked to a payment, you’ll have to option to Change Linked Payment:

You can then select a payment from the list of transactions recorded for the donor near the gift date (±7 days), or manually enter a Transaction ID.

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