Add Donation Step 4

Step 4: Payment

Use the following steps to enter payment information for a donation:

  1. Verify and edit the information in the Invoice/Order Information section. Verify the Customer name, Total, Credit applied, Payment, and Balance due.
  2. Edit the fields described in the table below:
    Field Name RequiredDescription
    confirmation: send by emailOptionalClick this check box to send the order confirmation by email.
    confirmation: send by faxOptionalClick this check box to send the order confirmation by fax.
    bcc confirmation emailOptionalEnter the email address you would like to blind cc on the invoice confirmation email.
    auto distribute payment?OptionalClick this check box to have netFORUM distribute the balance equally among installment payments when you change the number of installments.
    group itemsOptionalClick this check box to group all the line items in this order into a single item on the invoice report.
    Group descriptionRequiredEnter a description for the grouped items. This description appears on the invoice report.
  3. Edit the fields in the Invoice and Payment Information section as described in the table below. Depending on the type that you choose, you may see some or all of the fields listed in the table below.
    Field Name RequiredDescription
    batch: make default?OptionalClick this check box to make the selected batch your default batch. This batch appears in the batch field of every payment page to save you time selecting a batch from the drop-down list.
    batch: drop downRequiredSelect an existing batch form the drop-down list or add a new batch by clicking the add icon.
    PO numberOptionalEnter a PO number. Enter up to 50 characters, numbers or letters.
    typeRequiredSelect the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
    transaction dateRequiredEnter or select a date for the transaction.
    payment methodRequiredSelect a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
    # of installmentsRequiredEnter the number of installments the customer wants to complete the payment.
    frequencyRequiredSelect the frequency of the payment installments.
    proforma?OptionalClick this check box if the payment is proforma.
    invoice termsRequiredSelect the invoice terms from the drop-down list.
    first invoice dateOptional

    Enter or select the first payment date for installment payments.

    To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future.

    notesOptionalClick the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.
  4. Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.
    Payment MethodField NameRequiredDescription
    cashreference numberOptionalEnter an optional tracking number for cash payments.
    check / TeleCheckname on checkRequiredEnter the full name on the check.
    check / TeleCheckcheck numberRequiredEnter the number on the check.
    TeleCheckaccount numberRequiredEnter the checking account number.
    TeleCheckrouting numberRequiredEnter the nine-digit routing number.
    creditcardholder's nameRequiredEnter the full name on the card.
    creditcard numberRequiredEnter the full credit card number.
    creditexpiration dateRequiredSelect an expiration date.
    creditCVVOptional Enter the credit card security code from the back of the card.
    credit / TeleCheckcc/check street addressOptional Check the existing address.
    credit / TeleCheckcc/check cityOptionalCheck the existing city.
    creditcc/check state & zipcodeOptionalCheck the existing city and zip code.
    TeleCheckcc/check zipcodeOptionalCheck the existing zip code.
    TeleCheckdrivers license numberOptionalEnter the check holder's drivers license number.
    TeleChecksocial security numberOptionalEnter the check holder's social security number.
    credit / TeleCheckcc/check emailOptionalCheck the existing email address.
  1. Click the Confirm button to save your changes and go to the donor's Constituent Profile. Click the Go Back to Review button to go back to Step 3: Review without saving your changes.