Viewing Constituent Unapplied Receipts

The Unapplied Receipts screen displays the unapplied receipts for the constituent. You can filter the list of receipts based on Date, Receipt No., Receipt Type, Status, Unapplied Amount, Check No., and Last 4 Digits.

To access the Unapplied Receipts screen:

1. From the Financials tab on the Constituent profile, select Unapplied Receipts.
   The Unapplied Receipts screen displays, as shown below.
   
2. From the contextual menu, the following options are available:
   1. Receipt Report
      Opens the Receipt Report in a new tab
   2. Transfer Receipt
      Opens the Transfer Receipt screen
   3. Reverse Receipt
      Opens the Reverse Receipt screen
   4. Review CC Requests
      Opens the CC Requests screen
      
   5. Write Off Balance
      1. To write off the balance of an order line, from the contextual menu, select Write Off Balance.
      2. The Write Off Balance screen displays.
         
      3. Enter the Write-Off Amount.
         The New Balance updates accordingly.
      4. Select the Transaction Date from the drop-down.
      5. If necessary, enter any Comments.
      6. If necessary, change the Write-Off Account associated with the write-off.
      7. Click Write-Off.
         
3. Click the hyperlinked Receipt No. to view additional details about the receipt.
   The Receipt Review screen displays, as shown below.
   
4. From the contextual menu at the top of the screen, you can see additional options:
   1. Receipt Report
      Opens the Receipt Report in a new tab
   2. Transfer Receipt
      Opens the Transfer Receipt screen
   3. Reverse Receipt
      Opens the Reverse Receipt screen
   4. Review CC Requests
      Opens the CC Request screen
      
5. From the Orders on This Receipt section, you can select the contextual menu to see additional options.
   1. From the contextual menu, select View in Orders to view the associated order's Order Summary.
   2. From the contextual menu, select Issue Refund to open the refund screen in a new tab.