Post Terms and Rates

With this quick posting, you can post the pledge terms and billing rates for payments, the billing periods, and the rates to multiple family records. You can also post initial payments, pay-downs, and additional gifts. These display in the Rates/History/Keywds window.
Note: If you have an account with Vanco Payment Solutions, click EFT Info in the Rates/History/Keywds window to enter them directly onto the Vanco website.
  1. On the Information tab, click Contributions > Quick Posting > Terms and Rates Entry.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. If you selected automatic updating:
    1. Make selections to build your list of records to process, then click Next.
    2. To assign different terms and rates to each family, select the first option. Or, to assign the same values to your entire list, select the second option, and enter the fund information. Click Next.
  4. If you selected individual entry:
    1. Select a fund identifier. Select a family, enter any additional information, and click Add Family to List.
    2. Repeat this for each record you want to process. When you're finished, click Next.
  5. Review your list. If needed, add or edit any terms and rates information. When you're ready to post to the selected records, click Next.
  6. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  7. To post, click Finish.

You can reprint the terms and rates, pledge, and payment information that was entered during this quick posting. Under financial listing reports, double-click Terms and Rates Batch Report.