Profile Payments are a way to record money coming in from a profile. Deductible donations and non-deductible invoices can be recorded in payments. Profile payments are also used for donations that impact multiple funds. All donations processed through a credit card integration are also profile payments.
Use Cases
All deductible and non-deductible online income are recorded as profile payments. Non-deductible online income comes ticket sales where the ticket is set up to have a non-deductible portion.
When split donations are entered as profile payments, each part of the contribution will be linked to the same profile payment. When one or more parts of a split donation are charitable, all parts of the contribution can be on the same tax receipt.
If money is received without instructions for what it is funding, the money can be deposited and recorded as a profile payment. The fund entered on the profile payment can be edited. Then, once you have instructions for the funding, you can correctly spread money to the funds.
Create a Profile Payment
- Navigate to the Profiles page.
- Search for and select a profile or click List in the left-side menu to select a profile from a list.
- If the profile doesn't exist in your site yet, use the Create option in the left-side menu to create a new profile.
- If the profile doesn't exist in your site yet, use the Create option in the left-side menu to create a new profile.
- Click Create Payment in the left-side menu.
- Complete the applicable fields, then click Create.
- At a minimum, you must enter a Payment Date, Payment Method, Amount, and Fund.
- Stripe payments will auto reconcile through the till and will not need to be manually reconciled.
- At a minimum, you must enter a Payment Date, Payment Method, Amount, and Fund.
Once the Profile Payment has been created, there are additional options within the left-side menu.
- Apply to Invoice - applies the profile payment to selected open invoices.
- Create Invoice - creates an invoice from the profile payment, posts, and adds the payment. Use this option for any non-donation, non-ticket revenue.
- Create Donation - creates a donation from the profile payment.
- Buy Ticket - applies the profile payment to selected event tickets.
Profile payments can also be created from the following locations in CommunitySuite:
- Accounts Receivable page → click the applicable Profile Name → click Create Payment in left-side menu.
- Customer page → enter a Customer Name → click Create Payment in left-side menu.
- Payments page → click Create Payment in left-side menu.
- Invoices page → click the applicable Invoice ID → click Create Payment in left-side menu.