Payment

The payment form (New payment or Edit payment) groups its fields into sections. Fields can be pre-filled from a fundraising activity’s payment defaults.

Section	Field	Notes
Payer	Personal / Organisational	Personal: the contact is the Donor, with an optional Linked organisation. Organisational: the Donor organisation gives, Facilitated by the contact. A payer is required
Connections	Contacts, organisations and resources	Related records, each with a relationship
Amount & timing	Amount and currency	Required, greater than zero. Currency defaults to your beehive’s default currency
	Status	Paid (default), Pledged or Invoiced
	Date	Date paid for Paid, Pledge expected for Pledged, Invoice due for Invoiced
	Reporting amount	Shown when the payment currency differs from your reporting currency
Payment method	Method	Your active payment methods; an existing payment keeps an archived method. Less common methods are under Other…
	Cheque number	Shown for a cheque method
	Bank account	Your active bank accounts
What prompted the payment?	Activity, Page, Event	Fundraising activity, a fundraising page under it, and an Events-module event. Choosing an activity applies its payment defaults
Allocation	Team	Internal team, or Unassigned
	Allocation type	What the payment is for. Decides whether it counts as a gift for Gift Aid and giving totals; none means Donation. See Allocation types
	Made in memory of someone, Tribute fund	Links the gift to a tribute fund
	Restricted fund, Fund name, Terms of restriction	One allocation, or Split across several (Restricted fund 1, 2 …, each with an Amount). Allocations must total the payment amount. Unrestricted when no fund applies
References	Reference, Payout reference	Your reference, and the settlement batch it was paid out in
	External keys	System and External id pairs, for example from an import
Acknowledgement	Acknowledgement personalisation, Acknowledgement overrides	Values for the thank-you, and key/value overrides
	Ineligible for tax relief	Excludes the payment from Gift Aid. Leaving it unticked doesn’t make a payment eligible
	Attachments	Files attached to the payment

Other values are recorded automatically: the direction (inbound for money received, outbound for refunds and grants you make), the payment a refund reverses, and when the record was created and updated. See Refund a payment.

Recurring payment

Field	Notes
Amount per instalment and currency	Required
Every and Period	Interval of at least 1, in Week(s), Month(s) or Year(s)
Collection day	Day of month, Day of month (skip weekends), By working day number, Day of week or Annual date (yearly only)
Start date	Optional
Payment method, Bank account	Optional; pre-filled from an integrated collection provider
Collection provider	An integrated platform (a provider connection) or an external collection system. Optional
Subscription or mandate reference	The provider’s id for this supporter’s subscription. Shown for an integrated platform
Link to an organisation?, Link to a resource?	Optional related records

See Record a payment or donation and Set up a recurring payment. For Gift Aid rules, see Understanding Gift Aid.