Transmittals: Pledge Payments | Scribe

    Transmittals: Pledge Payments

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    • 3 minutes

    Transmittal Training Links

    This guide explains how to submit a transmittal for pledge payment. Below are links to additional training materials: Transmittal Pledge Payments: [Video Link](https://vimeo.com/utaa/transmittal-pledge-payment?share=copy) Transmittal Outright Gifts for Existing Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-existing-record?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Outright_Gift_for_Existing_Constituent_or_Organization__b95uLHvfRkSh_XLbYLGgrg) Transmittal Outright Gifts for New Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-new-records?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Outright_Gift_for_New_Constituent_or_Organization__5iZXsZg5SYeDF0lbcEYElg)

    Pledge Payment Transmittal

    First, search for and select your donor. You can use the global search, or select them from your recently viewed records.
    If needed, you can narrow your search to a specific record type. Click the drop down next the "Search All" to change the search to "Constituents" or "Organizations."
    While using the global search, you can hover your mouse over any of the results to see additional information about that record.
    If you hit "enter" on the search, you can also see all results for your keyword search.
    Once you've found your donor, click on the name to open the record.
    Next, you are going to locate the pledge to which this payment will be applied. Select "Constituent Details"
    From the Giving Details screen, scroll down to the donor's list of gifts, pledges, and payments. You will need to locate the pledge record. All pledge transactions will begin with "PN".
    If the pledge has any previous payments, you will see a transaction row where the pledge ("PN" number) is listed in the second column. Open the pledge by clicking the hyperlink. **NOTE**: The record that begins with "T" is for the payment. You want to click the record that begins with "PN" to open the pledge.
    If there are no payments on the pledge, you will see a row where the "PN" record is in the first column. Click the hyperlink to open the record.
    Once you are on the pledge record, use the information to verify that you are on the correct pledge.
    Once you have confirmed that you've located the correct pledge, you will select the "New Transmittal Pledge Payment" button in the top right corner of the record.
    A new screen will appear. By default, the **Constituent**, **Pledge/Gift**, and **Appeal** fields will populate based on the pledge record you are using. If the pledge is on an **Organization** record, that field will populate instead of **Constituent**.
    Now, begin entering the payment information. Select the Tender Type.
    Now, begin entering the payment information. Select the **Tender Type**.
    If the **Tender Type** is "Check", enter a **Check Number**.
    The **Transaction Date** will default to the current date, but can be updated if needed.
    Enter the **Total Transaction Amount**
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