Snapshot
About Payments
Payments are transactions between prospects and organizations for planned gifts, pledges, or purchasing agreements. Payments are processed with Gifts, Memberships, Orders, Events, and Subscriptions to offset charges or anticipated revenues. Payments are never independent entries. They must always associate with a transaction record. A pledge payment must be attached to a particular gift, and event payments must be attached to a particular registration. |
(Click image to enlarge) |
Transaction Type |
The type of transaction of the Payment. Transaction types may include:
|
|
Parent Transaction |
Transaction number associated with the Payment. |
|
Payment Date |
Date the Payment processed. |
|
Payment Amount |
The amount of the Payment. |
|
Fund |
The Fund associated with the Payment. |
|
Appeal |
The Appeal associated with the Payment. |
|
Gift Type |
The Gift Type of the transaction associated with the Payment. |
|
Payment Method |
The method of Payment. |
|
Acknowledge? |
A Yes/No flag to associate an acknowledgement along with the Payment. An Acknowledgement is a method of recognizing a donor for their gift or payments. If set up properly, ClearView can automatically trigger the appropriate action related to the associated Acknowledgement immediately.
|
|
Letter | Identify the letter type to generate with the Acknowledgement. | |
Acknowledged Date |
Date the Acknowledgement was generated. |
|
Volunteer | Volunteer associated with the payment. | |
Batch No. | Batch number associated with the payment. |
Related articles: |
Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.