Create a Profile Payment

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 as 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

1. Navigate to the Profiles page.
2. Enter the Search Profile criteria into one of the search fields and select the Profile you want from the drop-down list. 
   
   • Alternatively, click List in the left-side menu to view a list of all profiles. Click the ID of the profile you want.
   • If the profile doesn't exist in your site yet, click Create in the left-side menu to create a new profile.
     
     
     
3. Click Actions in the left-side menu.
4. Click Create Payment in the left-side menu.
5. Complete the applicable fields, and then click Create.
   • Payment Date, Payment Method, Amount, and Fund are required fields.
     
     
     
   • Stripe payments will auto reconcile through the till and will not need to be manually reconciled.

Additional Options

Once the Profile Payment has been created, there are additional options in 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.