PSFS Offering - Batches: How to post individual (non-batch) payments to a pledge

How to post individual (non-batch) payments to a pledge

 


 

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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.

 

If you are using Firefox, Chrome, or Safari, the Enter key does not behave like a Tab key.  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 Posting. Select Detailed Posting to display the Detailed Posting page.
    • The cursor is positioned in the Env # field (in the Posting section).
  3. 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. Make sure that you leave the Input By option set to Envelope Number.

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

Note: In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next. See the note under the Navigation section for details.

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

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

  • In the Amount field, type the dollar amount of the contribution.

  • In the Check Number field, type the check number.

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

  • Click Save to post the payment.

  1. Repeat Step 4 for each contribution you are posting in the batch.

If you are doing high-volume data entry, use the information in the Last Contribution Posted section at the bottom of the page to keep track of where you are in your stack of contributions to be posted.

 

Posting by Name or Family DUID

  1. If you manage several organizations, select the desired organization from the Organization List.
  2. Click Posting. Select Detailed Posting 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, set the posting defaults and options to match your postings for the current session. Make sure that you set the Input By option to Name or ID.

  1. You are now ready to post contributions to the batch. Complete the following:

Note: In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next. See the note under the Navigation section for details.

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

  • Tab to the Post To field and type the last name or Family DUID. Select the donor from the Post To list.

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

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

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

  • Click Save to post the payment.

  1. Repeat Step 4 for each contribution you are posting in the batch.

 

Related Articles

How to set up the contribution posting filters

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