Note: In addition to the information listed below, your organization or institution may have specific rules, policies or procedures for adding financial transactions. Please refer to your policies and procedures documentation before proceeding.
To enter a payment on an existing pledge
On the Main Menu, click 'Go To' to display the Go To Application.
When Go To, select the Gift Batch List Application (Application ID 3010, Mnemonic 'BLIST'). There is no need to enter a value in the "Open With ID' field.
Click 'Go'.
When the Gift Batch List appears, scroll through the list and click the ellipses button to the left of the existing batch to which you wish to add the gift, or click New in the Gift Batch List Form Header to create a new batch.
If you are creating a new batch, when the Batch Details / Batch Defaults form appears, enter all applicable information and click Save.
From the Page Tree select 'New Gift' and the Gift Details form will display.
In the Donor ID field, enter the ID number of the entity that made the pledge you wish to make a payment against.
Click the down arrow to the right of the Pledge drop-down list to view a list of all Open Pledges made by the entity.
When the Open Pledge list appears, select the Pledge you wish to make the payment against, and all attributes entered via the original pledge, will appear.
Enter all additional information, including the payment amount, and click Save. Can I overpay a pledge?
Select Batch Control from the Page Tree to return to Batch Control.
Optionally, you may wish to run the Batch Proof Report to ensure the total gift amounts, as calculated by the system, matches the amount you expect.
In the Batch Control form, select Closed from the Status drop-down. Performing this action will indicate the batch is complete and ready for Gift Processing.