Adding a Payment
A payment contains the details of the payment or credit that will be applied to the account.
To add a payment:
1. Launch the Add Payment wizard by either:
- Open the Payments form from the Forms panel. On the grid's toolbar, click add .
- On the Tasks panel, select the Add Payment icon
2. The Add Payment wizard will launch with the following pages:
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Payments - enter the payment details including amount, date, and deposit account.
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Schedule Details - if payments were scheduled, such as post-dated payments and headchecks, review and edit the payments that will be created.
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Payment Distribution - apply the payment towards a pledge.
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Receipt Info - review the payment distributions and receipts that will be created, and update advanced receipt information such as mailing address.
3. Click Finish to save the payment or Finish & New to save the payment and add a new one.