Support Center

Invoices

Last Updated: Jun 27, 2018 09:48PM CDT

Overview

Invoices represent bills, donations or potential donations in the form of grants, major gifts, planned giving or membership-related giving. The Invoice holds information about the donor, status of the gift, related transaction, payment and type of donation.

Information from the Invoice rolls up to the donor household or organization. Related lists show hard and soft credit for the invoice and the transactions associated with the invoice.


Think about an invoice like a receipt from the grocery store. The receipt has the total and there are individual line items for each item you purchased. Similarly, an Invoice has the summary details about a donation or charge while the transactions are the individual details that roll up into the sum.


NOTE: Invoices should always be created from the Batch Revenue, Batch Invoice, or Batch Payment modules. You should never create an invoice from the Invoice tab.
 

Invoice Naming
 

In the Admin tab, you can select from 3 naming conventions:

  1. Household name - date

  2. Household name - first designation on invoice - date

  3. Custom name entered on invoice creation page
     


When you choose the third option, a new field for defining the Custom Invoice Name will appear on the following screens: The Virtual Terminal (1), Batch Revenue Processing (2), Batch Payment Processing (3). Should you not enter a value for the Invoice Name, it will default to "Household Name - Date".


 

 

Transaction Summary

The transaction summary section of the Invoice displays the subtotals of Transaction types related to your Invoice.

Note: The Total Credited Amount field shows the total amount that has been paid off and is equal to all the Posted Payments - Refunds
 

 

Transactions List

An Invoice can contain multiple Transactions that are related to multiple Designations. 
 


Transaction Types

There are multiple transaction types that affect your GL and Invoice in multiple ways.

  • Scheduled Payment: Represents charges or pledges to a designation

  • Posted Payment: Represents a payment against a specific scheduled payment

  • Adjustment: Represents an amount that changes the Scheduled Payment positively or negatively

  • Void Payment: Acts as a void or a negative adjustment against a payment

  • Void Scheduled Payment: Acts as a void or negative adjustment against a Scheduled Payment

  • Declined Payment: When a credit card charge has been declined from Authorize.net it will be posted as a Declined Payment

  • Write-Off: Should be used when you no longer to expect to receive payments towards a Scheduled Payment

  • Credit: Is added as transaction when you create a credit from a posted payment

  • Cash Refund: Represents an amount that is refunded in cash to constituent

  • Refund Declined: Is added automatically if a refund has been declined from Authorize.net
     

Invoice Buttons

There are six buttons on the Invoice to manipulate and adjust your transactions.
Please click on the links below for more information on each of these actions.



Adjustment

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
https://cdn.desk.com/
false
cloud4good
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete