# New Transaction {% tabs %} {% tab title="Donor Info" %} All Donor information in this section is already filled in. {% endtab %} {% tab title="Amount" %} Enter **donation amount**. (Manual amount or preset amount) {% endtab %} {% tab title="Payment Type" %} **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](/overview/lists/donors/donor-card/wallet.md). #### Other Fill in a reference title for other types of payment. For example, QuickPay. {% endtab %} {% tab title="Options" %} In this tab, select the Reason, Campaign, Location and Collector from their respective dropdowns. **This associates the transaction with the selected entries.** {% endtab %} {% tab title="Schedule Payment" %} * Toggle the **Set Schedule** button to enable [scheduled payments](#user-content-fn-1)[^1]. * 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. {% endtab %} {% tab title="Pay Off Pledge" %} * 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. {% endtab %} {% endtabs %} ## 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**: 1. **Donor Information** 2. **Amount** 3. **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](#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**.
{% hint style="info" %} The **default** currency is defined when your account is set up. Currencies which are enabled via [API keys](/cloud-drm/getting-started/setup-and-configuration/api-keys/setting-up-api-keys.md#currency), (e.g., USD, CAD) will be available. {% endhint %} *** ### \*\*\*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) {% hint style="info" %} You can **save a card** to the donors virtual **wallet** for future use by checking off **Save Card.** {% endhint %} *** ## Notifications: Email and SMS #### Email Receipts * If enabled in [**Settings**](/cloud-drm/getting-started/setup-and-configuration/settings.md#send-automatic-email), 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**. {% hint style="warning" %} 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**. {% endhint %} *** ## \*\*\*Scheduled Payments To create a scheduled payment: 1. Enter the **amount per payment**. 2. Choose either: * Number of payments, or * Total donation amount (the system will recalculate accordingly). 3. 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. [^1]: A scheduled payment is a payment set to be processed automatically on a specific date or at regular intervals, such as weekly or monthly. On each scheduled date, the donor’s card is automatically charged. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.donary.com/overview/lists/donors/donor-card/new-transaction.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.