From Fund Raising, select Process payments
Date
iMIS automatically enters either the batch date (if batch control is enabled) or the current system date. If batch control is not enabled, you can override the date by entering a different date in the Date field.
Note: If you are using batch control, the Date field defaults to the active batch date, which cannot be overridden.
Transaction
You can click Open and enter the transaction number of an existing payment to open the payment record. After a payment has been saved, the transaction number of the payment displays in this field and the transaction number cannot be changed.
Invoice Number
An invoice number is automatically assigned when a payment transaction is invoiced, or you can manually enter an invoice number while entering a new payment.
ID
Enter the donor's ID, or click the lookup icon to select a donor ID. After you enter the ID, the line items and total outstanding balance for the donor display.
Type
Displays the donor's customer type.
Payer
(Optional) Enter the payer's ID if someone other than the donor is making the payment, or click the lookup icon to select a payer ID. This field only displays if the Allow Separate Payer for Payments option is enabled by your administrator.
When you enter a payment using a separate payer ID, iMIS automatically creates the necessary transactions to ensure that the appropriate individual receives the credit for the payment. The Payer ID (Payer is the default label for the individual making the payment against a pledge initiated by another individual) corresponds to the BT_ID and the pledge owner's ID corresponds to the ST_ID. iMIS also updates the Fund Raising and AR/Cash tabs on the Manage customers window of the pledge owner to display the separate payer payment information.
Receipts and thank you letters for gifts entered using a separate payer are sent to the separate payer. Acknowledgement letters are sent to the pledge owner informing them that someone else has paid the pledge.
Type
Displays the payer's customer type.
Check/CC
Enter CASH if the payment is in cash, the check number if payment is by check, the credit/debit card code if payment is by credit/debit card, or enter an asterisk (*) and then press Tab to apply an open credit as payment.
If you enter a valid credit/debit card code, the window displays additional payment fields:
If you enter an asterisk (*) and press Tab to apply an open credit, the Select Open Payments window opens. Select an open credit and click . Open credits for split gifts or accrual dues are not displayed and cannot be used for a gift payment or an installment pledge down payment.
The selected individual open credit must be equal to or greater than the gift amount. For example, if the gift amount is $100 and there are two separate $50 open credits, these open credits cannot be applied as a gift payment. However, you can use AR/Cash to debit one open credit and credit the other, thereby creating a single $100 open credit that can then be used for the gift payment or installment pledge down payment.
If you apply an open credit as payment, the payment is not posted to the open credit invoice even if the Separate Posting Cycle Required option is disabled.
Payment Amount
Enter the amount of the payment.
Note: iMIS Fund Raising does not allow in-kind payments for pledges.
Invoice
Displays the invoice number.
Date
Displays the payment date.
Description
Displays the payment description.
Balance
Displays the balance of the currently selected pledge.
Amt Paid
Displays the amount being paid for the currently selected pledge after you enter the Payment Amount. You can override the value in the Amt Paid field (for example, to apply part of the Payment Amount to another pledge).
Transaction
Displays the transaction number.
Date
Displays the transaction date.
Check #
Displays the check number.
Amount
Displays the amount paid.
Name
Displays the donor name.
10.6 Production Release. Updated 12/20/2005 4:19:24 PM
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