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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...

Last updated: May 21st, 2019 by Nick Miles

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...

Last updated: May 9th, 2019 by Nick Miles

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...

Last updated: March 20th, 2018 by Dana Kinsey

Reimbursements*

Refunds are an advanced accounting operation that you should discuss with your CSM to verify the best way to record these types of transactions. How refunds work in CommunitySuite: Any customer or profile payment that is created is created as a payment applied to an open invoice. You will need to delete the payment in order to make a refund. To do t...

Last updated: March 15th, 2018 by Dana Kinsey

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...

Last updated: March 9th, 2018 by Dana Kinsey

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