Receiving Payments

When are you Paid?

In the case of Credit Card payments - and assuming the user completes the payment correctly, the entry is marked in infoodle as Paid.

For the other methods - cheque, direct credit, free format - you need to manually enter the payment. You can do this in the forms entries screen as you process each form entry.

For more information, see Processing Form Entries.

If you have the Finance package in infoodle, you will see the transactions appear in the screens to reconcile as people pay.

In this scenario you need to first ensure that you have processed each form entry at least to a person - you have gone to the form entry and assigned the data to an individual by either, adding a new person, or matching the entry with an existing person.

If there are outstanding form entries that have not been processed this way, the Reconcile screen will warn you.

As you search for people's names in the Reconcile or Add Transactions screens, if there is a match to a form entry that is awaiting payment, the form is listed and you are able to mark the form as Paid.

If a form has payments made via Credit Card, you can reconcile the transaction, link it to the form, and mark it as Paid.

You can keep track of pledges and recurring payments within a person's profile. For more information see:

Pledges and Recurring Payments

Individuals Finance Activity

Creating and Reconciling Pledges