Support Center


Last Updated: Oct 29, 2018 01:44PM CDT


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). If you do not enter an 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 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

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.


Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email and one of our Support Specialists will respond as quickly as possible.
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