---
title: "Processing a new transaction"
slug: "processing-a-new-transaction"
updated: 2026-11-02T06:25:24Z
published: 2026-11-02T06:25:24Z
canonical: "help.infoodle.com/processing-a-new-transaction"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Processing a new transaction

The first time infoodle presents a transaction through the various payment screens and the donor has outstanding pledges, the screen is presented to allow allocation of the amount to the various pledges.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-1E8PCZL2.png)

**Any donor** allows you to search other donors. This makes it possible to pay another persons pledge if this is required. **Form Entry ID** can be used to enter the form entry ID needed **Date from** allows you to enter a date to search from. The next 50 days are checked from this date. **Search** click this once you have set or cleared any or all of the previous 3 filters to apply the filter.

You can also use the 'Earlier dates' and 'Later dates' to move to earlier or later date ranges. The date range currently selected is shown in between these two buttons.

#### Apply an amount to a pledge

Once you have identified a pledge to pay, then click the tickbox in the first column. This reveals the 'allocate' input box which allows you to specify up to the amount remaining or the amount due - which ever is the lease - to allocate, how much of the transaction value to allocate to this payment.

#### Types of payments

In the **Recurring Pledges** panel, every date this transaction pays is listed and ticked, with **Allocate** showing the amount this transaction put on it:

- **A date this transaction part pays** shows the **Part Paid** label.
- **A date this transaction paid in full** is listed and ticked too, so you can change it in the same way.
- **Paid so far** shows only what other payments have put on the date. This transaction's own money is in **Allocate**, so you can raise it up to the full amount due.

#### Adjusting pledges

If your role has **Manage pledges**, the panel also has the **Allocate to Adjusted Pledges** button, which changes the donor's pledge to take a leftover amount. It works as it does on **Add a transaction**.

Clicking **Extend by** or **Raise to** does not change the pledge yet. The panel shows the change as a pending change, in a summary such as "Extend the pledge by 2 dates to 2027-02-14 ($46.58) - made when you save", with a **Remove** button. The pending amount counts towards **Allocated**.

- **To keep the change:** click **Save Transaction**. infoodle changes the pledge and puts the leftover on it as part of the same save.
- **To drop the change:** click **Remove**, or leave the screen without saving. The pledge stays as it was.

If the pledge change cannot be made when you save, for example because your role no longer has **Manage pledges**, the save is refused and nothing on the transaction is changed.