Payments
View, amend or reverse payments.
By Cristiana1 author19 articles
- Reverse or amend a paymentFollow these steps to delete a reversal batch.
- Load due membership payments to a BatchThis article provides guidance on batch-loading membership payments.
- Delete a batchFollow these steps to reverse or delete a batch that has been added by mistake.
- How are soft credit payments created?This article explains the different ways a payment can be soft credited.
- Switch the tax claimable status of an approved paymentFollow these steps to change the tax status on approved payments if this has been marked incorrectly.
- Modify a destination code to a paymentFollow these steps to change the destination code of a payment.
- Pledges missing from due paymentsFollow these steps if new direct debit pledges have been set up but they don't pull through to the 'Load due payments' list.
- BACS file missing paymentsThis article explains why payments may be missing from a BACS file and how manually entered payments can affect Direct Debit information generation.
- Payfile not matchingFollow these steps if you are uploading a payfile and it is not matching against to correct pledge or membership.
- New direct debits not loading into batchThis article contains a list of areas to check if your direct debits aren't loading into a batch.
- Load pledge instalments into a batchIt's possible to pay off a pledge instalment when importing payments through the simple upload by following these steps.
- Error: 'All direct debits must have a status of accepted'Follow these steps if you are receiving the message 'All direct debits must have a status of accepted'.
- Custom payment type valuesThis article explains how to create new payment types and configure their settings for use when adding payments.
- Add soft credit payments to an approved batchYou can apply soft credits to individual payments even when the batch has already been approved.
- Load a BACS rejections file to a batchLearn how to upload a BACS rejections file and update payment records in your CRM batch after your bank returns rejected transactions.
- Change the payment date of an unapproved batchFollow these steps to change the payment date of a batch that is in work.
- Recreate an acknowledgement mailing for a batchCreate a new acknowledgement mailing if the original was sent incorrectly, by deleting the previous mailing first.
- Unable to see a payment entered through simple uploadFind out what to do if you have entered payments via simple upload but you are unable to see them in Access Charity CRM.
- Create a new batch and paymentEnter a new payment into Access Charity CRM by creating or using an existing unapproved batch in the system.