Support Center

Batch Revenue Processing

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

Overview

The Batch Revenue Processing functionality allows you to create Invoices with Scheduled Transactions and group them into Batches for processing. This is where you record your expected revenue and dues.
 
The Batch Revenue Processing tab is available in the Financials app.
 
 
Entering Payments
The first step is to enter and search for the name of the Household you are creating an Invoice for.

The screen will then load additional sections to create the Scheduled Payments. Create a Scheduled Payment by populating the Designation and amount information on this screen. You can also set up installments by using the Interval and # of Installments field options.

Payments can also be linked with an Enrollment record to indicate that the payment is applied towards a child's tuition or school fees.

You can add multiple Scheduled Payments to an Invoice by clicking the “Add Scheduled Payment” button. A new entry line is added for you to populate with the necessary information. If you added that line by accident, just click the delete next to the line you want to remove. All these payments will then be created on the same Invoice.
 
 
To complete your Invoice creation, click the "Continue" button.
After you complete and continue your revenue processing for the Household, you are brought back to the initial screen to start processing another Household.

Installments
For scheduled payments, you have the ability to select intervals if the payment will be paid over multiple installments. If you select Quarterly or Semi-annually, the number of installments is selected for you. Otherwise, you need to select the number from the dropdown. When selecting installments, multiple scheduled payments will be  created based on the interval selected. The total amount for that Designation is divided by the number of installments and the amount for each scheduled payment created.
 

Tax Implications

1. On the Designation, you indicate the split for the non tax-deductible (NTD) and tax-deductible (TD) amounts and that is auto-populated in Revenue Processing
 
2. There may be situations that warrant that split being overridden for a specific invoice entry to do that you need to select the checkbox for each scheduled payment you want to override the calculation for.
 
If you check this box the values in the NTD and TD fields become editable.

An example of why you may need to override the tax calculation setup for a designation is you may be entering in the scheduled payment for an item purchased at an annual auction.

Remember: Override Amounts much match total.

The amount you enter in the NTD/TD must add up to the total amount for that scheduled payment. Otherwise, you will receive an error message.
 

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.
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