Post Payments and Donations

With this quick posting, you can create a new batch to post. Or, if you previously created a batch but didn't post it, you can return to it.

Important Reminders:
  • A fund must have a fund identifier, fund name, and fund period.
  • Before you can post information to a fund, it must have at least one group and activity.
  • You can use this quick posting to add the fund to a family record, eliminating the need to return to the family's fund before a payment can be posted.
  • If a family record hasn't been added, you can add it during this quick posting.
  • With the flexible date feature, you can post entries outside of a fund's date range. So, you can post payments (with the actual date paid) to a pledge drive before it begins or after it ends.
  • When you begin the quick posting, a batch number is assigned to the list of entries and posted to each family's Rates/History/Keywds window.
  1. On the Information tab, click Tuition & Fees > Quick Posting > Payment/Donation Entry.
  2. If there are unfinished batches, select the one you want and click Use Existing Batch. Or, click Add New Batch.
  3. When you add a new batch, the Quick Posting Options dialog box displays. Select options for your posting, and click Use/OK.
  4. In the grid, enter or select the fund and payment information.
    Note:
    • Non-cash donations usually don't have a dollar value. You can enter 0 for the amount, and describe the item in the Comment field.
    • In the optional Check # Cash field, you can enter the check number or payment method (up to 10 characters). For example, if a payment was made with cash, enter "CASH", or if it was paid by credit card, you can enter "MC", "Visa", or any description you want.
    • Donors who had insufficient funds in the past display in pink text. To avoid bank fees, ensure these donors have sufficient funds before posting.
  5. To include a payment/donation for another family, click Insert Line. Repeat this for each family you want to update. When you're done, click Save.
    Tip: If you have a large number of entries and need to correct one, click Filter to find it.
  6. If you need to change any information for all entries in your list, click Change All. Note that your changes only apply to the entries currently displayed.
  7. To post, click Post to Families & Members. Or, to save the batch and post later, click Finish Later.