There is a feature to make a payment that will be attached to a budget code, but not a specific Course enrollment, Child Care Account, etc. Some uses of the One-Time Payment feature would be for donations, angel funds, drop-in classes, etc.
Note: The payer must exist as a People record in the system first before the One-Time Payment option can be used.
To create a One-Time Payment, follow these steps:
- Point to Finance.
- Select One-Time Payment.
- Complete the required fields on the One-Time Payment form. Customer Notes and/or Staff Notes are optional.
- If you have confirmed with the payer that they want this payment method to be saved for future payments,ensure the Save Card for Later Use is set to Yes (the default is No).
- Confirm the dollar amount is correct.
- Select Process Payment.