There is a feature to make a payment that will be attached to a budget code, but not a specific module (i.e. Course enrollment, Child Care Account, etc). Some uses of the One-Time Payment feature would be for reflecting donations, angel funds, payments from 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). On the Admin side, the payment method can only be saved before the payment is processed. If it is not saved, once the payment is completed, the full card/account number, expiration date and security code/CVV would need to be provided from the card holder/account owner. For data security, the card holder/account owner can update their saved payment methods online anytime.
- Confirm the dollar amount is correct.
- Select Process Payment.