Revenue marked as receivable is revenue that has not yet been received by your organization. This could be because your organization provided a service, was awarded a grant, or received a future donation commitment but has not yet received the money. Adding a receivable revenue entry allows an invoice to be sent by email or downloaded.
- Navigate to Financials.
- Click Revenue on the navigation bar, and then click Revenue.
- Click Add Revenue.
- Complete the applicable Add Revenue fields. Asterisks indicate required fields.
- Receivable - Check the box to indicate that this is a receivable revenue entry.
- Debit Account - The debit account must be one that has been set as a receivable account.
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Revenue contains details about additional fields.
- Complete the receivable Installment Schedule, and then click Save.
- By default, the installment schedule populates the first row with the total receivable amount and the due date set by the revenue entry.
- By default, the installment schedule populates the first row with the total receivable amount and the due date set by the revenue entry.