Soft Credits

What is a Soft Credit?
A soft credits is when a constituent makes a contribution or purchase, but another constituent, or multiple constituents, may have influenced the transactio...
Tue, 19 Jul, 2022 at 11:40 AM
How do I enter a soft credit?
When entering or editing a transaction, set the Soft Credit button to “YES.” Select the constituent that is receiving the soft credit along with the amount ...
Tue, 19 Jul, 2022 at 11:58 AM
How do I enter multiple constituents for soft credits?
If you need to enter an additional soft credit for another constituent, you can click on the “Add Soft Credit” button to the right of the Yes/No button. Thi...
Tue, 16 Mar, 2021 at 10:49 AM
What if the constituent receiving soft credit does not exist yet?
If the constituent is not available in the drop down, you can add a new one by clicking on the “Add Constituent” icon at the top of the soft credit grid. On...
Tue, 19 Jul, 2022 at 11:59 AM
Can I edit a soft credit?
Yes, you can edit the information listed in the soft credit grid when you edit a transaction. Once you save the changes, you will see the updated data on al...
Tue, 19 Jul, 2022 at 12:00 PM
Can I delete a row from the soft credit grid?
Yes, go to the transaction to be edited and scroll over to the right of the soft credit grid. Click on the trash can icon on the far right side of the . Cli...
Tue, 19 Jul, 2022 at 12:01 PM
How do I see if there was a soft credit on a transaction?
On the main Transactions Grid in the Transactions and Invoices Module, you will only see a row for the constituent that was the main contributor. You will n...
Tue, 19 Jul, 2022 at 12:21 PM
Are soft credits included in transaction calculations?
No, soft credits are not initially included in transaction calculations like Last Transaction Date, Cumulative Amount Received, etc.  You do have the ab...
Tue, 19 Jul, 2022 at 12:26 PM