Create a Profile Payment

Written by Nick Miles

Last published at: October 31st, 2019
  1. Select Profiles from the Home page.
     
  2. Search for a profile or click List to select from a list.
  3. Click Create Payment.
  4. Enter the Payment Date, Payment Method, Amount, Check Number (if applicable), Fund, and a Note (if applicable), then click Create.

    Stripe payments will auto reconcile through the till and will not need to be manually reconciled.

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.
  • Create Donation - creates a donation from the profile payment.
  • Buy Ticket - applies the profile payment to selected Event Tickets.
     


Note

Profile payments can also be created from the following locations in CommunitySuite:

  • Accounts Receivable page → click the applicable Profile Name → Create Payment in left side menu.
  • Customer page → enter Customer Name → Create Payment in left side menu.
  • Payments page → Create Payment in left side menu.
  • Invoices page → click the applicable Invoice ID → Create Payment in left side menu.