Add a Payment
You can record a payment against an event registration. The Invoice or Invoice Detail records are created (if needed) along with the Payment or Payment Detail records. You can distribute this process to multiple event coordinators, and those individuals can turn in their money to the accounting office to be deposited at the bank.
Note: While you can go to and click New, the Payment record would not be associated with an invoice or event registration.
- In the navigation menu, click Events.
- Open the Event record.
- Click the Participants tab and ensure the person you want to add the payment for is there.
- Go back to the General tab.
- Click .
- Select the person.
- Complete any payment details or registration form questions.
- Select the payer.
- Enter the payment details.
- Click Submit.
Payment Fields
A list of payment fields you'll see in the Platform and what they mean.
- Payment Total
- The total amount paid. This should match the sum of all payment details associated with this record.
- Contact
- The contact who made the payment.
- Payment Date
- The date the payment was made.
- Gateway Response
- The payment gateway response for this Payment record.
- Transaction Code
- The transaction code from the payment gateway.
- Notes
- Any additional comments that apply to this payment. This will often include the contact information entered for the payment.
- Merchant Batch
- The merchant batch that this payment is associated with. This is usually populated by exporting payments to the accounting system.
- Payment Type
- The name of the payment type.
- Item Number
- The item number when appropriate, usually used with check payments.
- Processed
- Whether this payment is processed (exported to the accounting system).
- Currency
- The currency for this payment.
- Invoice Number
- The invoice number that this payment is associated with. This is not the Invoice record associated in the Platform. This number is generated based on the payment information provided through Widgets and the Add a Payment Tool.
For example, the invoice number MP1-052214085241 means it was the second recurring transaction in the donor's cart (MP1) and was set up May 21, 2014 (052114) at approximately 8:52 AM (085241).
- MPE = An event.
- MPP = A payment from purchase history on open invoice.
- MP0 = The first recurring donation using the Online Giving page in the donor's cart (MP1 would be the second, MP2 the third).
- MPM = A mission trip donation using Mission Trip Giving page.
- MPT = A one-time donation using Online Giving page.
- Congregation
- This value sets automatically to ensure users are limited to invoices allowed with global filter permissions.