Use this procedure to record new payments not associated with an existing pledge.
When opening the Contribution Payment Wizard, the Currency Type field defaults to your organization's functional currency or the system's default currency if an organizational currency is not specified. You can modify the currency type as needed to create a pledge in a different currency.
When using the Contribution Payment wizard to apply contributions against open pledges, the payment must use the same currency as you specified in the Pledges record. If you want to apply a payment in a currency that is different from the pledge's currency, you should create the payment from the Payments service. See Processing Payments for details. |
If an unpledged payment should be distributed to more than one fund, step through the wizard once for each fund concerned. For example, a contribution comes in giving $100 to the Athletic Scholarship fund and $100 to the Academic Scholarship fund. Proceed through the wizard once for the Athletic Scholarship fund, and then again for the Academic Scholarship fund. |