Create a Profile Payment

Profile Payments are a way to record money coming in from a profile. They are also used for donations that impact multiple funds and for donations processed through a credit card integration. Deductible donations and non-deductible invoices can be recorded in payments.

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 instructions for the funding have been received, money can be correctly distributed to the funds.

Create a Profile Payment From the Profiles Page

1. Navigate to the Profiles page.
2. Enter the profile search criteria into one of the search fields and select the profile 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.
     
     
     
3. Click Payments in the left-side menu.
4. Click Create Payment in the left-side menu.
5. Complete the applicable Create Payment information, 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.

Create a Profile Payment From Other Pages

Profile payments can also be created from additional pages in the system. The initial navigation steps for each page are included below.

Accounts Receivable Page

1. Navigate to the Accounts Receivable page.
2. Click the profile name.
   
   
3. Click Create Payment in the left-side menu.

Customers Page

1. Navigate to the Customers page.
2. Enter the customer name in the Customer field and select the customer from the drop-down list.
   • Alternatively, click List in the left-side menu to view a list of all customers. Click the customer ID.
     
     
     
3. Click Payments in the left-side menu.
4. Click Create Payment in the left-side menu.

Payments Page

1. Navigate to the Payments page.
2. Enter the profile name in the Create Payment field and select the profile from the drop-down list.
   
   
   

Invoices Page

1. Navigate to the Invoices page.
2. Click the invoice ID.
   
   
3. Click Create Payment in the left-side menu.

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.