Payments are added using a two-part form. First, complete the Add Payment | Select Invoices to Pay page, then complete the Add Payment | Apply Payment page to add a payment.
To complete the Add Payment | Select Invoices to Pay page:
Note: You can click the look-up button next to the empty invoice number or customer name search fields to open a complete list of invoices.
To complete the Add Payment page, use the following steps:
Field Name | Required? | Description |
---|---|---|
confirmation | Optional | To send payment confirmation to the constituent, select one or more checkboxes. |
bcc confirmation email | Optional | Available only when the send by email confirmation checkbox is selected. To bcc another recipient, enter their email address. |
batch | Required | You may either select an existing batch from the dropdown menu or click the Add button to add a new batch to the database. |
payment method | Required | Select the payment method from the dropdown menu. |
notes | Optional | Use this field to record notes about the payment. |
Credit Card
Field Name | Required? | Description |
---|---|---|
cardholder's name | Required | Enter the cardholder's name as it appears on the credit card. |
cc number | Required | Enter the credit card number. |
expiration date | Required | Enter the expiration date shown on the credit card. |
CVV | Optional | Enter the card verification value (CVV) from the credit card. |
cc/ check street | Optional | This field automatically fills with information from the Constituent Profile. You may edit this information. |
cc/ check city | Optional | This field automatically fills with information from the Constituent Profile. You may edit this information. |
cc/ check state & zip code | Optional | This field automatically fills with information from the Constituent Profile. You may edit this information. |
cc/ check email | Optional | This field automatically fills with information from the Constituent Profile. You may edit this information. |
Check
Field Name | Required? | Description |
---|---|---|
name on check | Optional | Enter the name which appears on the check. |
check number | Required | Enter the number of the check. |
Cash
Field Name | Required? | Description |
---|---|---|
reference number | Optional | You may record a reference number here. |