To add a Donation or Payment into a Family's profile via the Allocate Member Payments page, click on the menu Payments and then click the submenu Allocate Member Payments.
When in the Allocate Member Page, select your Family from the dropdown menu.
If the Family owes money, blue boxes will appear to enter values. If the Family does not have any current outstanding balances due, no boxes will appear.
Next, enter the full amount of the Family's payment in the Amount of Payment field.
Enter the Transaction Date and Payment Type:
To add additional lines to be paid click on the Accounts dropdown menu and select Accounts. More than one can be selected at a time:
Next, select the Transaction Type (Donation or Payment for a prepayment to a soon-to-be pledge) and Transaction Memo:
Then click the blue Add Payment button to include these to new donation lines to the Allocation:
Once clicked the boxes of the amounts due and the donation amounts will be present to fill in:
When filling out the boxes of values, you are able to split the payment.
The Remaining Balance will need to equal zero before you can complete the post with the Submit Payment button.
Once post is complete, you will receive a confirmation message:
