How to Edit Designations for Installments in Trax

Why is this important to me?

You can distribute revenue between multiple designations. When you split revenue, you must specify the amount or percent of the revenue to apply to each designation.

Step 1: Open a pledge record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a pledge record.

Step 2: Click Edit pledge on the Explorer bar.

Step 3: Click Designation in the Edit pledge window.

Step 4: Configure information in the Split designations window.

Note: Select Split by percent to enter percent used for the split.

Note: If applicable, click Distribute evenly to split the revenue amount evenly between multiple designations.

Step 5: Click the OK button.

Step 5: Click the Save button.


Article ID: 3365
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:04 AM