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Soft Credits
Jamie Beliveau 12/10/2021 3:46:00 PM
Assigning soft credits to a transaction in CharityEngine® is as simple as clicking a button. In a transaction, click the Create button under the Soft Credits tab. Another box will come up with additional information to input about the soft credit.

Click Process Credits, and the new soft credits will appear under the tab.

The new soft credits will also appear in the list of transactions under Donations > Transactions > Search & Manage. Each listing of soft credits will have a link to the original transaction for easy access and record-keeping.

NOTE: If the listing is not a soft credit, it will say False under the Linked column. If it is a soft credit, like below, it will show the ID number of the transaction the soft credit is linked to.

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