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To view separate payer data through Customer

Note: The Allow Separate Payer for Payments checkbox must be selected in the Fund Raising Set up module window to enable third party payments.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Open the donor's customer record.

    Note: The donor is the person who initiated the gift or pledge.

  3. Select the AR/Cash tab
  4. Double-click the arrow on the left side of the record you want to view.

    The Transaction Ledger window opens. The name of the payer is shown in the Description field of the AR line(s) for the payment.

See Also

Overview of Fund Raising Payments

Process payments window

To enter a payment in Fund Raising

To enter a payment in AR/Cash


ASI logo 10.6 Production Release. Updated 2/15/2006 4:29:43 PM
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