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To enter a payment in Fund Raising

  1. From Fund Raising, select Process payments to display the Process payments window.
  2. Click New.
  3. Enter the donor ID in the ID field, or click the lookup icon to select a donor ID, and press Tab. The existing pledges for the donor display.
  4. (Optional) Enter the payer ID in the Payer field if someone other than the donor is making the payment, or click the lookup icon to select a payer ID.
  5. Enter CASH, the check number, a valid credit/debit card type, or *Tab (to apply an open credit for the payment) in the Check/CC field. If you entered a valid credit/debit card type in the Check/CC field, enter the following information:
    • CC # - Enter the credit/debit card number.
    • CSC - (if displayed) Enter the card's CSC number.
    • Exp - Enter the card's expiration date (mm/yy).
    • Authorize - If needed, enter the payment authorization number.
    • Name on CC - Enter the name as it appears on the credit/debit card.
    • Issue # - (if displayed) Enter the European debit card's issue number.
    • Issue Date - (if displayed) Enter the European debit card's issue date (mm/yy).
  6. Enter the Payment Amount.
  7. Select a line item and enter the Amt Paid or double-click a pledge line item to pay the full amount for the pledge line item. To apply the payment to multiple pledge line items, select each pledge line item and enter the amount to be paid in the Amt Paid field, or double-click a pledge line item to pay the full amount for the pledge line item.
  8. Click Save.

See Also

Overview of Fund Raising Payments

Process payments window

To enter a payment in AR/Cash

To view separate payer data through Customer


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