Revenue Management
Agenda items:
GL Redesign
Overview of a transaction record Transaction types
Understanding of receipt status and receipt URL
Batch entry
Bat...
Wed, 2 Sep, 2020 10:32 AM
Agenda items:
How to add a payment via "Live call-in/walk-in credit card payment" form
How to link transaction to an opportunity from the op...
Wed, 2 Sep, 2020 10:07 AM
Batch entry
Go to Revenue > click Batch entry
Click the Add button
Select a batch template
Add a description
Select the owner
Input the pro...
Tue, 29 Sep, 2020 5:43 PM
Content
Link payment to opportunity in batch
Link payment to opportunity from the prospect plan
View the attached document for full details.
Tue, 8 Sep, 2020 3:14 PM
Contents
Background
Pledges and Invoices
Pledges
Generating the Invoice
Invoice Template
Invoice Template: “Bill To” section
Invoice Template:...
Tue, 1 Sep, 2020 5:13 PM
How to add Gift in Kind donation in D-Hub
Tue, 1 Sep, 2020 5:17 PM
Instructions on how to download receipt from receipt URL in D-Hub
Wed, 2 Sep, 2020 10:29 AM
How to create a payment receipt for non-receiptable transactions
Tue, 1 Sep, 2020 5:31 PM
Difficulty watching? Watch Revenue Transaction types and Transaction search
Transaction types
Types of transaction
Definition
Gift/donation
A...
Tue, 8 Sep, 2020 2:54 PM
Explains the change and includes sample revenue codes
Tue, 8 Sep, 2020 10:05 AM