New Transaction
All Donor information in this section is already filled in.
Enter donation amount. (Manual amount or preset amount)
Choose Payment Type.
Payment type indicates how the donation is made.
Each payment type will prompt different fields to fill in:
Credit card 
Enter credit card details.
ACH account 
Make sure your ACH account is set up so that you can use this option (link). Once it is set up, enter Bank account details.
Charity Cards 
Enter the charity card number and expiration date.
Cash 
Check 
Enter check number.
Pledge 
For a pledge, you must select a campaign and set a pledge date.
These can be updated in the Options shown on the right side of the New Transaction card.
Add an internal and an external note. Internal notes are visible only to DRM users, while external notes appear on the donor’s pledge bill.
Wallet 
Choose any of the Credit cards saved in the donors virtual wallet.
Other 
Fill in a reference title for other types of payment. For example, QuickPay.
In this tab, select the Reason, Campaign, Location and Collector from their respective dropdowns.
This associates the transaction with the selected entries.
Toggle the Set Schedule button to enable scheduled payments.
Enter the total donation amount and the number of payments. The system will automatically calculate the amount per payment.
Select the payment frequency (daily, weekly, etc.) and the start date.
Click Next.
In the Payment Type tab, choose how the payments will be processed.
Click Process to complete the setup.
Toggle the Pay Off Pledge button to enable a pledge payoff.
Review the displayed amounts: the total to be paid off, amounts available for payment, and amounts already applied to pledges.
If no amount is available for payment, enter the payment amount in the Amount tab on the left side of the new transaction card. The available amount will update accordingly.
On the right side, under Pay-Off Pledge, select the pledge to pay off by checking the box next to it. The applied amount will update to reflect the portion of the pledge being paid.
Click Next.
On the left side of the transaction card, choose the Payment Type.
Click Process to complete the transaction.
Creating a New Transaction
A transaction can be created in one of two ways:
Click New Transaction button from the main interface.
Open a donor card, select the "+" icon (Actions) in the upper right hand corner , and then select New Transaction.
The transaction flow is divided into three main steps:
Donor Information
Amount
Payment Type
When adding a new transaction via the donors card, the donor information will be prefilled and you can skip directly to Step 2: amount.
You can move through these steps sequentially by clicking Next to complete the transaction.
*** Step 1: Donor Information
You can search for an existing donor using a phone number or name (Hebrew or Yiddish).
If the donor is not found:
You can use the G-List (Global list).
Alternatively, you can add a new donor directly. The phone number will be prefilled; only the name is required.
You may also choose to enter a display name only. This creates a transaction with a display name but does not create a donor record.
You may also choose to Skip Donor Info, unless the transaction type requires a donor (see below).
Step 2: Amount
Select a preset amount or manually enter a custom amount.
Choose the currency.
The default currency is defined when your account is set up.
Currencies which are enabled via API keys, (e.g., USD, CAD) will be available.
***Step 3: Payment Type
Select one of the available payment types:
Credit Card
If a card swiper is connected, you may swipe the card to auto-fill card details.
The system automatically detects card types such as:
Charity Cards
OJC (Donor-Advised Funds)
You may manually enter any card number; detection is used for display and processing only.
Other Payment Types
Cash
Check (requires a check number)
Pledge (a promise to pay at a later time; requires a campaign)
Wallet (card on file from the donor profile)
ACH (if enabled)
Note: Scheduled payments cannot be created using cash or checks. Only payment methods that ensure future collection (e.g., credit card or ACH) are allowed.
Notes
Payment Notes are internal only and are not visible to donors.
Pledges support:
Internal Notes (for staff use)
External Notes (visible to the donor)
You can save a card to the donors virtual wallet for future use by checking off Save Card.
Notifications: Email and SMS
Email Receipts
If enabled in Settings, email receipts are selected by default.
You can edit the recipient email or add a new one.
SMS Receipts
SMS notifications must be selected manually each time.
You must choose or add the phone number for SMS delivery.
There is no default setting to automatically send SMS receipts.
Options
After selecting a donor, you can configure additional transaction details:
Reason
Campaign
Location
Collector
Record Date
This associates the transaction with the selected entries.
Record Date vs. Created Date
Created Date: When the transaction is created.
Record Date: Used for reporting purposes only.
Changing the record date does not schedule or delay payment processing.
You can save default values for reason, campaign, location or collector to be prefilled in future transactions by clicking the star by Save settings as a default.
***Scheduled Payments
To create a scheduled payment:
Enter the amount per payment.
Choose either:
Number of payments, or
Total donation amount (the system will recalculate accordingly).
Select a frequency:
Daily, Weekly, Bi-Weekly, Monthly, etc.
Calendar Options
English calendar: Payme0nts run on a fixed calendar date (e.g., the 1st of each month).
Hebrew calendar: Payments run on a specific Hebrew date (e.g., Chof-Beis).
Scheduled payment settings (frequency, count) may be saved as defaults.
Important: A donor must be selected for scheduled payments and pledges. Skipping donor selection is not allowed.
Paying Off Existing Pledges
If the selected donor has open pledges, a popup will appear:
Click on Pay Off Pledge and enable the Pay off Pledge toggle button: 
The system allows you to:
View all open pledges
Auto-apply payments
Manually select pledges and amounts
Filter pledges by type or date range
***The system will show:
Amount applied
Remaining balance
Total outstanding pledges
***After Payment Completion
Once a transaction is completed:
You will see whether email or SMS receipts were sent successfully.
Click the receipt number to:
View or edit the transaction
Void the transaction
Use Quick Actions to:
Download receipts
Resend email or SMS
Start a new transaction
***Scheduled Payment Authorization
If a scheduled payment starts on a future date:
The system performs a $0 or $1 authorization to verify the card.
If authorization fails, users may choose to:
Go back and edit the card
Proceed without authorization (available for specific gateways only)
This option exists because some donors may not have sufficient funds at the time of setup but will at the scheduled run date.
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