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You can record a contribution made by a family by navigating to Information > Contributions.

Useful Information

If you want to record contributions for multiple families, you should use quick postings.

 To record a contribution
  1. Locate the appropriate family.
  2. In the navigation pane, click Rates/History/Keywds.
  3. Click the button beside Funds Used, and select the fund.
  4. If the fund you want isn't in the list, click Add Fund at the top, and select the fund.
  5. Enter the information associated with the contribution in the bottom grid. For more on these options, see the Additional Field Information below.
  6. Click Save.

 To change the rate or total of a contribution
  1. Locate the record for the family.
  2. In the navigation pane, click Rates/History/Keywds.
  3. Locate the fund you want to edit.
  4. In the top grid, click Change Rate/Total.
  5. Select whether to change the existing rate or the existing total.
  6. Enter the new value and enter the date when the new rate should take effect.
  7. Click Change/OK.
  8. Click Save.

An activity of "System Rate Change" displays in the bottom grid.

  

Additional Field Information

Show/Hide Totals
Show or hide the grand total of all funds for the family.

Show/Hide Rates
Show or hide the rates associated with the family's funds.

If you show rates, click Add Rate to set up a recurring charge term and rate for the family.

  • Recurring Act — Charge activity used to post the amounts due.

    Useful Information

    You can use Charge, Credit, and Payment activities when setting up terms and rates. On the File menu, click Setup > Initial Setup, and in the Program Options section, select Rate can be Charges or Payments.

  • Terms — Length of time that the family or member plans to make payments. For example: weekly, monthly, or annually.
  • Billing Period — Length of time that the family or member is pledging for. This must be equal to or shorter than the fund period.
  • Rate — Amount the family or member pledges each term. For example, $50 per month. If you enter the Term, Billing Period, and Total, this field is automatically calculated.
  • Total — Total that the family or member pledges for the fund period. If you enter the Term, Billing Period, and Rate, this field is automatically calculated.
  • Associate with Member — Designate which member is responsible for this term and rate.
  • Using eGiving (EFT) — Indicate the family wants this pledge payment automatically drafted from their checking or savings account. Click EFT Info to enter account information.

Keywords
Associate keywords with the family's funds.

Grid
Each posting entry displays in date order. Click the add icon  to add postings directly to the grid. Click Write Off to post an amount to a fund when the amount is considered uncollectible. To do this, you must first add a Write-Off activity to this fund in the Fund Setup window.

C/O a Member
When you print a statement, this option prints the selected member's name under the family name in the address.



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