To apply open credits as payments
- From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
- Click New.
- Enter the single gift or installment pledge information.
- Enter an asterisk (*) in the Check #/CC/In-Kind/Asset field and press Tab. The Select Open Payments window displays a list of open credits for the donor.
- (Optional) Click All if you wish to select an open credit from another account to apply to this customer's account.
- Select an open credit by double-clicking the payment you wish to apply.
- Click Save.