Before proceeding, read about soft credits and when to use them.
Open the donation window
- For a new real donation with an attached soft credit, follow the standard donation entry steps
- Open the Donation Detail Window and go to the Soft Credits Tab
- To attach soft credits to an existing real donation, open the Patron Donation Tab for the original donor and locate the appropriate donation
- Open the Donation Detail Window and go to the Soft Credits Tab
![](https://manual.theatremanager.com/processed_images/4a9bd26d26780b4700.png)
![/](https://manual.theatremanager.com/processed_images/4a9bd26d26780b4700.png)
Enter a new soft credit
- Click the New button at the bottom left of the window
- On the Soft Credit Setup Window, enter the details for the soft credit donation:
- Campaign (usually the same as the original donation, but not required)
- Patron # for the patron to receive the soft credit recognition. Use the patron search icon to search and select a patron from the Contact List.
- Soft Credit Amount, which will pull the corresponding giving level.
- Include Matching Gift Amount if you want to include the matching gift amount from the original donation when determining the program listing recognition
![](https://manual.theatremanager.com/processed_images/086eb3c15a17d2d500.png)
![/](https://manual.theatremanager.com/processed_images/086eb3c15a17d2d500.png)
Save the soft credit details and close the window
- Click the Save button to confirm and close the Soft Credit Setup Window
![](https://manual.theatremanager.com/processed_images/8558913e71e3b92200.png)
![/](https://manual.theatremanager.com/processed_images/8558913e71e3b92200.png)
The soft credit donation is now attached to the original donation and will appear in the soft credit patron's Donation Tab.