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Creating an Unapplied Receipt

Paige Freeman
  • Updated

To create an unapplied receipt: 

  1. Select Pay Balances from the left Accounting navigation menu.
    The Pay Balances page displays.
  2. Search for and select the customer for which you wish to create an unapplied receipt in the Bill-To field.
  3. Enter the amount you wish to create as an unapplied receipt in the Receipt Amount field.
    Once the Receipt Amount is greater than 0, the Continue to Payment button becomes enabled.
  4. Select Continue to Payment.
    The Take a Payment page displays.
  5. Enter the customer's payment information and then select Apply Payment.
    A dialog message displays. Select Yes to confirm the creation of the unapplied receipt.
  6. The unapplied receipt is created and the Receipt Review page displays.

You can view a constituent's unapplied receipts from the customer profile by selecting Unapplied Receipts from the Financials tab.