Other Actg

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Other Actg child form

Additional child form tabs—such as invoices, payments, and orders—containing accounting-related information appear under the Other Actg child form.

credits

Credits on the individual's account appear under this child form. Add a credit by clicking the add icon.

Other Actg—credits child form

refunds

If the individual has received a refund for a payment, it appears under the refunds child form.

write offs (open batch) and write offs (closed batch)

If there are any open batch write offs on the individual's account, they appear in the write offs (open batch) child form. Add a write off by clicking the add icon.

Closed batch write offs appear under the write offs (closed batch) child form.

Other Actg—write offs (open batch) child form

miscellaneous transactions

Miscellaneous transactions can be created and recorded in the miscellaneous transactions child form. Click the add icon to add a transaction.

Other Actg—miscellaneous transactions

deferral summary

Instances of deferred revenue--that is, revenue held but not recognized until a pre-determined time, after which it becomes recognized revenue--appear here. Deferred revenue can be set up for subscriptions, memberships, events, and other prepaid products.

revenue recognized

Instances of revenue that was previously deferred but is now recognized are listed in the revenue recognized child form.