Commit 0c21f831 authored by Deuce.Brandt's avatar Deuce.Brandt
Browse files

Update everyday-tasks.md

On line 1  "Contact" was capitalized. Added (**Search >> Find Contacts**). To show how to look up to Contacts.

On line 10 . Period added at end of sentence.

One line 13 "Pledge Payment" is capitalized because that is how it is displayed in the UI.

On line 14 "paid" was changed to "Completed" as seen in the UI.

On line 16 "Edit Scheduled Payment" was capitalized as seen in the UI.

On line 34 Changed the order of words to now be the same as the UI "New Data Entry Batch

On line 47 changed the **Pledge Payment** to **Payment Type Pledge Payment** to reflect the UI.

On line 48 removed the . Period to match all the other bullets. Added (not required) to match the other bullets that display (required field)

On line 49 "-   **Status**: the default will be “Open” " Has been replaced with **Description** bullet point as it is an option in the UI within this step. Added (not required) to match the other bullets that display (required field)

On line 50 "Items, Total and Number of Payment Items" capitalized to match UI and describe the function. 

On line 52 "Total Amount" capitalized to match the UI.

On line 55 there was a !!! Note that no longer fits CiviCRM UI. As there is no Status UI item.

On new line 55 **Edit** and **Delete** are both capitalized and bolded to match the UI Items and that they are selectable links in the UI. 

On line 77 changed the end of the sentence to read "...the contact in the new window that opens."

On line 99 removed "This is" and put (required field) to match the document as above.

On lines 100 and  102 add . period at end of sentence.
parent 42daac7a
......@@ -6,13 +6,13 @@ If a donor has chosen to use an offline payment method such as cash or
cheque, you will need to manually record the receipt of payment within
the pledge. To do this:
1. Look up the contact in CiviCRM
2. Go to the 'Pledges' tab within their contact record
3. Click the small arrow on the far left of the pledge to open up the
1. Look up the Contact in CiviCRM (**Search >> Find Contacts**).
2. Go to the 'Pledges' tab within their contact record.
3. Click the small (view payments) arrow on the far left of the "pledged table" to open up the
scheduled pledge payments
4. Find the next scheduled pledge payment and record the payment as
paid.
5. You can also edit the scheduled payment to alter either when the
4. Find the next scheduled Pledge Payment and record the payment as
Completed.
5. You can also Edit the Scheduled Payment to alter either when the
payment is due or the amount of the payment.
![image](../img/Pledge_including_editing.png)
......@@ -31,7 +31,7 @@ can save the batch and return later to continue entering payments. If
you have the appropriate permissions, you can also edit the total amount
and count of items in the definition of the batch if needed.
**1. Create a new batch for data entry**
**1. Create a New Data Entry Batch**
Create a new batch to hold the multiple payments you want to record:
......@@ -43,19 +43,16 @@ select **New Data Entry Batch**.
Enter the following information:
- **Batch Name**: CiviCRM will create a default batch name ("Batch N" + open date), which you can edit (required field)
- **Type**: Select **Pledge Payment**. This selects the appropriate
reserved profile to view in the batch entry grid screen.
- **Status**: the default will be “Open”
- **Number of items**: total of payment items in the batch (required
- **Batch Name**: CiviCRM will create a default Batch Name ("Batch N" + open date), which you can edit (required field)
- **Type**: Select **Payment Type Pledge Payment**. This selects the appropriate
reserved profile to view in the batch entry grid screen. (not required)
- **Description**: A Description of the batch (not required)
- **Number of Items**: Total Number of Payment Items in the batch. (required
field)
- **Total amount**: total amount of all the payment items in the batch
- **Total Amount**: Total Amount of all the payment items in the batch.
(required field)
!!! note
Once a batch has a “closed status”, the batch will no longer be editable
You can edit or delete Batch information by going back to the **Bulk
You can **Edit** or **Delete** Batch information by going back to the **Bulk
Data Entry** screen then clicking on **Edit** or **Delete** next to the
batch you want.
......@@ -77,7 +74,7 @@ follows:
- Create a new contact by clicking the drop-down box for “-create new
contact-“ and selecting the type of contact you want to create: **New
Individual**, **New Organization**, or **New Household** and enter the
information about the contact here.
information about the contact in the new window that opens.
!!! note
If contact information such as phone number or email address
......@@ -99,8 +96,8 @@ follows:
but can be edited.
- **Source**: Enter text that describes the source of the payment.
- **Paid by**: Enter the payment instrument, e.g. cash, check, EFT,
etc. This is a required field.
- **Check Number**: fill in if paid by check
etc. (required field)
- **Check Number**: fill in if paid by check.
- **Send Receipt**: check the box if you want to send a receipt via
email
- **Invoice ID**
......
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