When a donor submits a contribution gift online in payment of an invoice, you need to be able to "pay" the invoice using the contribution gift income.
This can be achieved using the "Convert to Invoice Payment" option on the person's contribution tab.
On the right-hand end of the line that displays the contribution received, choose the "Convert to Invoice Payment" option. This will allow you to pick the invoice you want to apply the payment to:
On the next screen that displays:
- Select the invoice that you wish to pay with a single click
- Click on the "Select Invoice" button to pay that invoice
NOTE: The amount to pay must be less than or equal to the amount of the invoice. If the payment you wish to allocate is greater than the amount of the invoice and the remainder of the gift is to be allocated for some other purpose, add a line item to the invoice being paid with the appropriate payment classifications to be used for the additional funds.
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