Commit 887fb3ef authored by MikeyMJCO's avatar MikeyMJCO
Browse files

Merge branch 'Deuce.Brandt-master-patch-46537' into 'master'

Update everyday-tasks.md

See merge request !543
parents ad3a84e6 0c21f831
......@@ -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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