Adding a Payment to Credit Another Account

Referred to as a third-party payment or soft credit, an account may give a payment to be applied towards the balance of another account, or multiple accounts.

 

1. Add the payment on the account that submitted the actual payment. If account #123 gave $100 to be applied towards the balance of account #456, launch the add payment wizard on account #123.

 

2.  Enter the payment details on the Payments page, including the payment amount, date, and deposit account.

 

3. Navigate to the Payment Distribution page.

 

1. The invoices displayed on the payment distribution page will be those of the account on which the payment is being added. If part of the payment is being applied to the current account, select the invoices towards which to apply the payment as described on the Payments Distribution page. In the example below, 50 of the 550 payment is applied to John Smith's own  DONG2015 pledge.
   
   


2. To apply the payment, or part of the payment amount, to another account, click on the of the Credit Account field at the top of the page, and search for the account.
   


3. The open pledges of the selected account will display in the Invoices grid along with the pledges of the original account. In the example below, the open pledges of accounts John Smith and Daniel Brock are displayed.
   
   


4. Select the pledges or enter the amounts to apply to each of the pledges. In the example below, the payment of $550 of John Smith will be applied towards John Smith's own $50 DONG2015 pledge and towards Daniel Brock's $1,000 TUI2016 pledge.
   
   


5. To apply payment to additional accounts, repeat steps b - d above.
   


6. If the 3rd party payment distributions require a receipt, select to which party the receipt will be addressed in the Print Receipt column.
   

4. Click Finish to save the payment.