How to Post Individual (Non-Batch) Payments to a Pledge

You can either post the payment using the donor's envelope number or using the donor's last name or Family DUID. Follow the instructions that fit your fit your particular preference or circumstance.

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Posting by Envelope Number

Posting by Last Name or Family DUID

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Internet Explorer Users

If you are using Internet Explorer, the Enter key behaves like the Tab key. That is, you can press the Enter key to move from field to field in the form, and then finally move to the Save button where pressing Save enables you to post the contribution.

Firefox, Chrome, Microsoft Edge, and Safari Users

If you are using Firefox, Chrome, Microsoft Edge, or Safari, the Enter key does not behave like a Tab key. When working in those browsers, you must press the Tab key to move from field to field in the form, and then click Save to post the contribution.

Posting by Envelope Number

  1. If you manage several organizations, select the desired organization from the Organization list.
  2. Click . Select the Detailed Posting option to display the Detailed Posting page.

The cursor is positioned in the Env # field (in the Posting section).

  1. The application "remembers" the filter settings from your last posting session. If necessary, set the posting defaults and options to match your postings for the current session. Be sure to set the Batch option to None. Also, leave the Input By option set to Envelope Number.

  1. You are now ready to post the pledge payment. Complete the following:

In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next.

  1. Type the family's envelope number in the Env # field.

  2. Tab to the Amount field.

The pledge number automatically displays in the Pledge list. The Post To Preview section also updates to show you the donor's name and contact information.

  1. Verify that you selected the correct donor by checking the donor information in the Post to Preview section on the right.

  2. In the Amount field, type the dollar amount of the pledge payment.

  3. Tab to the Check Number field and type the check number.

  4. For thorough record keeping, note any details about the contribution in the Memo section.

  5. Click to post pledge payment.

  1. Repeat Step 4a - 4g for each payment you want to post.  

Posting by Last Name or Family DUID

  1. If you manage several organizations, select the desired organization from the Organization list.
  2. Click . Select the Detailed Posting option to display the Detailed Posting page.

For example:

The cursor is positioned in the Env # field (in the Posting section).  

  1. The application "remembers" the filter settings from your last posting session. If necessary, change the filter settings to match your postings for the current session. Be sure to set the Batch option to None. Also, make sure that you set the Input By option to Name or ID.

  1. You are now ready to the pledge payment. Complete the following:

In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next.

  1. (optional) Select a posting date. (The date picker defaults to the previous date selected.)

  2. Tab to the Post To field and (depending on the Input By setting selected) type the last name or Family DUID. Then, select the donor from the Post To list.

If the donor has a pledge associated with the fund, the pledge number automatically displays in the Pledge list. The cursor advances to the Amount field.

  1. In the Amount field, type the dollar amount of the payment.

  1. For thorough record keeping, in the Memo section, record any details about the contribution.

  2. Click to post the pledge payment.

  1. Repeat Step 4a - 4e for each payment you want to post.

 

 

Related Topics

About the Contribution Posting Page

General Guidelines for Posting Contributions

Contribution Posting Details

 

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