Deposit a Payment
After applying or accepting check/cash payments, you can deposit them to the bank. Navigate to the Till. Click Deposit to Bank from the left-side menu. In the Deposit Cash/Checks from Till into Bank window: Select a Bank Account. Enter the Deposit Date This needs to be the day that the money was deposited. Check the boxes next to each Payment that y...
Refund a Credit Card Payment
If this is your first time refunding a credit card payment, please speak with your CSM before proceeding. To Refund a Credit Card Payment: Navigate to Donations Select the Donation ID. Click Refund CC from the left-side menu. Click Yes to confirm that you want to Refund the Donation Post. The credit card charge will be reversed, and the donation wil...
Profile Payment*
When a payment or donation is made online or from the backend with a Credit Card your system creates a Profile Payment. Go to Donations or Accounts Receivable to view the profile payments If you have received payments or donations via your credit card processor the list of payments will show and the "Status" will be Profile Payment If you have a Pro...
Create a Refund Check*
If you need to create a check to refund a someone for purchasing tickets, generally, refunding the payment, either fully or partially, will require creating a Voucher. If the person is not already a Vendor you will need tag them as a Vendor in their Profile. Find the Customer’s Profile page Select Make Vendor from the left side menu Now that th...
Refunds
Overview - Refunds In CommunitySuite, there are several places where a refund may occur. When you are considering performing a refund on an item for your first time, we recommend you reach out to your CSM first to verify the best way to process this transaction. Do not go into your payment processor and manually enter refund entries. CommunitySuite ...
Reimbursements
Reimbursements A reimbursement is cash received as a repayment. To process a reimbursement in CommunitySuite, you will need to create a voucher and choose the vendor you want to reimburse. The workflow for issuing a reimbursement is as follows: Navigate to the Vouchers page. Click Create on the left side menu. Choose the vendor to reimburse by na...