Quick Tips










Vision Computer Programming Services, Inc.
Better Software...Better Price!

 

QUICK TIPS for Supporter Donation System
 Batch Payment Entry

A Batch Payment Entry screen is used to enter batches of money received in either cash or checks for your Appeals.

This Entry screen is sizable by width-click and drag the right edge of the screen and adjust it to the size that you like. 

Follow these steps to enter a batch of checks or cash payments:

  1. Click on the Configure Datasheet button and choose which items you would like to see or hide during the batch entry of your payments.

  2. Click on the Start New Batch button on the bottom.

  3. Today's date will automatically populate in the date column. 

  4. Tab into the Supporters field type.  The first couple of letters of the supporters last name and a dropdown list will appear and you will be in that area of your complete supporters list. 

  5. Choose your supporter from the list by using your up or down arrows and then push the tab key on your keyboard.  NOTE: This will choose your supporter and move you to the Camp/Appeal/Sub-Appeal list.

  6. Choose the Camp/Appeal/Sub-Appeal that this payment is being made to and tab to the next field.

  7. Fill in the dollar amount and tab to the next field.

  8. Fill in the MOP and tab to the next field.

  9. Fill in the Check# if applicable and tab to the next field.

  10. Fill in the Check Dt (Date) if applicable
    NOTE: type a 't' for today's date
              + to go forward a day
              - to go back a day
              or 'c' and a Calendar will appear

  11. Tab to the next field.

  12. Check the Letter checkbox if you want to send a Letter when you are finished with the batch.

  13. Tab to the next line.

  14. Follow steps 4 to 13 for each payment that you have received.

  15. After all payments have been entered, click on Post the Batch
    NOTE: Once a payment has been posted, you CANNOT change or delete the entry.

  16. Click on the Print Report button after the batch has been posted to get an exact list of the data that was entered.

  17. Click on the Print Letter button to send a Thank You letter to the supporters who you have just recorded payments for. 
     

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.