Payments Overview

Add one or more payment records to each request to track planned and completed payments.

One or more payment records can be added to a request to track both planned and completed payments. Data from payment records populates dashboards and other reports in your site. Alternate scenarios with payments can be tracked, such as canceled, voided, or refunded payments. 

Add a Payment Record

Add a new payment record to a request in the site.

• Resource:
  • Payments

View and Edit Information on a Payment Record

Once added to a request, information can be edited or added to a payment record on each of its tabs. Some of the payment tabs include requirements, documents, and interactions. 

• Resource: 
  • Payments

Manage Payments

From the payment record, update the status of payment or set it as paid. There are several payment status types within the site representing different stages for a payment, and the specific payment statuses within each type can be customized. Payment data from an external accounting system can be imported into your GivingData site to update multiple payments in batch.

• Resources:
  • Payment Statuses
  • Manage Payments
  • Import Payment Data

Manage Payment Settings  

Multiple settings can be configured related to the information contained on payment records. These settings can be managed from Admin Tools & Settings.

• Resource: 
  • Payments