Payment Record

This field displays the total sum of the payment.

This field displays the monetary amount printed on the receipt, which is often the tax deductible portion of the payment.

Your organization may apply a percentage of payment amounts received as a gift fee, such as toward operating costs. If your organization enables gift fees, this field displays the amount of the payment applied as a gift fee. The gift fee does not affect the payment amount that appears in reports, such as on constituent giving or campaign success; however, when posted to the general ledger, the program applies the gift fee amount to a separate account. For information about gift fees, see Default Gift Fees.

This field displays the date associated with the payment, such as the date your organization receives it.

If the payment is added as part of a revenue batch, this field displays the number of the batch associated with the payment. If the payment is not added as part of a batch, this field is blank.

Displays the lookup ID that is automatically assigned to the payment. When you search for the payment, you can use the lookup ID to quickly find it. For information about how to edit this ID, see Edit the Lookup ID for a RevenueTransaction.

When all letters associated with the selected payment are sent, "Complete" appears in this field.

This field displays whether the constituent requests to receive a separate receipt for each payment or a consolidated receipt for multiple payments.

This field displays the status of the receipt for the payment. When you add the payment, you can select "Not receipted" or "Do not receipt."

When you run a receipting process to create a receipt for the payment, you can select to automatically update this field to "Receipted."

When you make a receipt eligible to re-receipt, this field updates to display a status of "Receipted" (eligible for re-receipt).

This field displays the date you run the receipting process to generate the receipt for the payment.

This field displays the number of the receipt generated for the payment.

This field displays the general ledger status of the payment: Posted, Not posted, or Do not post.

If the payment has multiple applications and only part of its amount is posted to the general ledger, the post status is "Not posted" regardless of whether the application displayed is posted.

When you edit a payment and select "Do not post" in the Adjustment post status field, the adjustment post status appears next to the Post status field in the summary section on the payment page.

For a posted payment, this field displays the date the payment posts to the general ledger.

For a payment with a status of Not posted, this field displays the date you add the payment.

For a payment with a status of "Do not post," this field is blank.

For a posted payment, this field displays the ID of the Post to general ledger process originally used to post the transaction to the general ledger.

To view a list of all transactions posted to the general ledger through this process, select the ID in this field. The Post to general ledger – Included Transactions report for the post process appears. For information about this report, see Post to general ledger Posted Revenue Transactions Report.

This field displays how the constituent made the payment. Additional payment information appears, depending on the payment method used.

For security reasons, for a payment method of credit card, the Card number field appears and displays the credit card number as a series of asterisks.