ProDon:Payment Method Management (Version 4)

Introduction

The Payment method management allows you to create all payment methods necessary in the database.

NOTE: Do not forget to create a "Pledge" payment method, in order to enter donations with pending payments.

Payment Method Management

To add or modify payment methods, you must first go to the "Payment Method Management".

To do so, from the software home page, click on the "Transactions" menu, and then on " Payment methods".

After clicking on " Payment methods", this window opens.
A: This is the list of all the existing payment methods in ProDon.	B: The button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, click here.
C: The button allows you to modify a payment method from the list at A. To do so, select the line of the payment method to be modified and click on the  button. To learn how to fill in the addition or editing of a payment method window, click here.	D: The button allows you to delete a payment method from the list at A. To do so, select the line of the payment method to be deleted, then click on the button. NOTE: It is preferable to deactivate a payment method rather than deleting it. To learn how to deactivate a payment method, see point J of the "Add / Edit a Payment Method" section.

Add / Edit a Payment Method

After clicking on the or button, this window opens.
A: Enter the code of the payment method.	B: Enter the name of the payment method.
C: If more than one communication language are active in ProDon, the button allows you to translate the name of the payment method entered at B.	D: These two boxes allow you to indicate if the payment method can be used in donation transactions only, in beneficiary transactions only or in both. NOTE: These boxes are visible only if the "Beneficiaries Module" is active in ProDon.
E: Check this box if the payment method has been created for in-kind donations.	F: Check this box if the payment method is a bank instrument (e.g. cheque). If this box is checked, all elements paid with this payment method will appear on the "Deposit Slip" report. NOTE: It is not possible to check this box and the one at I at the same time.
G: Check this box to activate a "Reference" field under the payment method when entering a transaction. This field is often used to specify, for instance, a cheque number for the "cheque" payment method.	H: Check the box on the left to activate a field allowing to specify the donor's banking institution when entering the transaction. The box on the right allows you to make the field mandatory when entering the transaction.
I: Check this box to allow you to specify the instruments in the "Deposit Slip" report. This option is available for the "Cash" payment method.	J: Check this box to deactivate the payment method.
K: Check this box if the payment method can be used to pay several transactions. For instance, if the employees of a company deduct an amount from their paycheque each week (deduction at source) in order to give

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Document name: ProDon:Payment Method Management (Version 4)

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