To create a matching plan
- From Customers, select Manage customers to display the Manage customers window.
- Click Find, enter the company ID, and click Go.
- Select the Matching Plans tab.
- Enter the percentage of the matching contribution in the Match % field.
- (Optional) Enter the minimum contribution needed to qualify for the matching plan in the Minimum Contribution field.
- (Optional) Enter the maximum contribution that qualifies for the matching plan in the Maximum Contribution field.
- (Optional) Enter the start and end dates for the matching plan in the Start Date and End Date fields. If no Start Date is specified, the matching plan is effective immediately. If no End Date is specified, the matching plan is effective until it is deleted.
- (Optional) Click Interest Codes to display the Interest Codes window. Select one or more interest codes and click OK.
- (Optional) Enter the Form Number associated with the matching plan.
- (Optional) Enter any Notes associated with the matching plan.
- Click Save.