The Finance Tab on a person's profile page is used to show and manage the financial data associated with an individual contact record.
Depending on the packages your system has, and your role permissions, the following tabs are available.
Activity
Shows the transactions for this donor. You can filter to different years.
Move to a different Contact allows you to move all of the transactions from this contact to another. More information here.
Export generates a PDF,Excel,CSV report of the transactions shown on the screen.
Statement enables you to generate a statement for this contact which can be filtered by Date range, Account code and if used, Pledge drive.
Pledges
Shows the list of pledges associated with this contact and allows you to create and manage them.
- Add a Pledge See here for more information
- Edit a Pledge See here for more information.
- Cancel a Pledge See here for more information
- Delete a Pledge See here for more information
- Manage a pledge. This allows you to review and adjust individual payment dates in the schedule, e.g. to change the amount, fees or date.
Giving Number
Shows you the current giving number for this contact and whether it is shared with others.
Donor Analysis
Gives a visual representation of the giving, either by pledge or inferred from their giving history. See here for more information
Receipts
Provides a list of receipts that have been created for this donor. It also allows you to filter them by dates or status. Use this screen to see current or voided receipts.
Gift Aid
When the Gift Aid package is enabled, this provides a screen to show their gift aid approvals and enables you to add new ones.