Grants Manager Payments Tab

The Payments tab of the Grants Manager lists all payments associated with your grants, whether incoming or outgoing.  Use the features of the list to sort and filter the list.

At the top of the screen you have the following options for selecting what to view:

1. Grant type (select one):
   1. Incoming: grants that your organization receives from foundations and other organizations.
   2. Outgoing: grants that your organization makes to other non-profits or individuals.
2. Payment Scheduled Date range  
   1. In addition you can use the Filter, including the Advanced Filter to narrow down the list of payments further.

The Payments tab includes the following buttons:

1. Edit - to make changes to the selected payment.
2. Update Selected - to make changes to a group of payments at the same time. First select the payments to change by clicking on the check boxes in the first column of the list and then clicking on Update Selected. You can update the following fields:
   1. Schedule date - the date this payment is scheduled to be paid.
   2. Paid date - the date this payment has been paid.
   3. Status - the status of this payment.
   4. Fund - the fund this payment is paid into (incoming) or from (outgoing).
   5. Payment Type -  Payment Type codes are defined on the Codes tab of the Admin tab.
   6. Notes - any additional notes.
3. Add Grant Payment to Gift - to transfer an incoming grant payment to the giving history of the organization making the grant.
4. Link Existing Gift to Grant Payment - to transfer a gift to the payment history for an incoming grant.
5. Delete - to delete a selected payment.