Enter Manual Payments for One-Time Charges

If you receive a One-Time Charge payment directly from a member or sponsor, mark the item paid and note the type of payment.

  1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “One-Time Charges” tab.
  3. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
  4. In the summary window that opens, click on the “One-Time Charge Actions” button and choose “+Add Manual Payment Entry.”
  5. In the “ADD MANUAL PAYMENT ENTRY” window that opens, enter the amount into the “Payment Amount” box.
  6. Enter the amount of any discretionary fees into the “Fee Amount (optional)” box.
  7. Click on the “Payment Type” dropdown menu and select “Check,” “ACH,” “Credit Card,” or “Other.” The “Total Payment Amount” field automatically calculates the sum of the One-Time Charge and any fee entered.
  8. Set the “Organization Member” radio buttons to “Yes” if the payor is a registered member of your website, or select “No” for an external payor.
    • If you set the “Organization Member” radio buttons to “Yes,” the Billing Address fields appear. Enter the first and last name, e-mail address, phone number, and physical address of the payor.
    • Click on the “Save” button to save the payment data.
      • To exit the process without marking a payment, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.