Ministry Sync Online Help
HistoryEdited Jan 29, 2012 4:55 PM by Sandy Barton…

Managing Money - How Do I Add A Transaction?

When you view a registrant in the "Registration Details" screen, you will notice that there is a new icon to the left of that person's name. These are money-related icons, and there are three (3) different ones. Clicking this icon will allow you to see all transactions for this individual.
To add a transaction for a particular person, follow these steps:
1. Ensure that the person is visible on the Registration Details screen.
2. Click on the icon to the left of his name. The "Profile Transactions" window will appear.
3. Click the "Add New Transaction" link at the bottom left side of the window.
4. Enter in the date (today's date will be automatically filled in; select a different date from the calendar if you wish), a description for the transaction, and an amount.
5. Click "Go."
6. The transaction you just created will be added to the Transactions list. Notice that it is "Pending."
7. If the registrant is paying now by credit card, click "Pay", and click "Credit Card". Enter in all of the credit card information into the new window that opens.
8. If the registrant is paying by check, you will not need to click "Pay" until you have received his check in hand. You can return to this screen at a later time, click "Pay", and click "Cash or Check." Enter in the appropriate information.
To learn more about this powerful new feature, click the links below:

Comments

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From the Column Browser...Falsesbarton2012-04-12T15:01:23+00:00sbartonSandy Barton2012-01-31 22:28:02+00:002012-01-31 22:28:02updated27Added tag - hotjzinnJulie Zinn2012-01-31 22:27:59+00:002012-01-31 22:27:59addTag26Added tag - host managerjzinnJulie Zinn2010-12-17 15:59:14+00:002010-12-17 15:59:14addTag25Added tag - hostsjzinnJulie Zinn2010-12-17 15:59:11+00:002010-12-17 15:59:11addTag24jzinnJulie Zinn2010-12-15 15:01:43+00:002010-12-15 15:01:43updated23Removed tag - sending e-mails to people in your databasejgalicinskiJason Galicinski2010-12-15 14:58:06+00:002010-12-15 14:58:06removeTag22Removed tag - sending e-mails and invitesjgalicinskiJason Galicinski2010-12-15 14:58:04+00:002010-12-15 14:58:04removeTag21Added tag - send emailjgalicinskiJason Galicinski2010-12-15 14:58:00+00:002010-12-15 14:58:00addTag20jgalicinskiJason Galicinski2009-06-16 17:48:07+00:002009-06-16 17:48:07updated19jgalicinskiJason Galicinski2009-06-16 17:47:35+00:002009-06-16 17:47:35updated18jgalicinskiJason Galicinski2008-08-29 02:48:34+00:002008-08-29 02:48:34updated17tzinnoTammy Zinno2008-08-08 01:14:49+00:002008-08-08 01:14:49updated16tzinnoTammy Zinno2008-08-05 15:32:20+00:002008-08-05 15:32:20updated15tzinnoTammy Zinno2008-08-05 15:32:00+00:002008-08-05 15:32:00updated14tzinnoTammy Zinno2008-08-05 15:30:39+00:002008-08-05 15:30:39updated13bbishoppBrittany Bishopp2008-08-04 21:23:24+00:002008-08-04 21:23:24updated12bbishoppBrittany Bishopp2008-08-04 21:21:53+00:002008-08-04 21:21:53updated11tzinnoTammy Zinno2008-07-31 15:27:11+00:002008-07-31 15:27:11updated10tzinnoTammy Zinno2008-07-23 15:04:13+00:002008-07-23 15:04:13updated9tzinnoTammy Zinno2008-07-23 15:02:00+00:002008-07-23 15:02:00updated8tzinnoTammy Zinno2008-07-23 15:00:56+00:002008-07-23 15:00:56updated7tzinnoTammy Zinno2008-07-23 14:59:08+00:002008-07-23 14:59:08updated6bbishoppBrittany Bishopp2008-07-23 14:45:20+00:002008-07-23 14:45:20updated5Added tag - common questionsbbishoppBrittany Bishopp2008-07-23 14:43:50+00:002008-07-23 14:43:50addTag4Added tag - sending e-mails to people in your databasebbishoppBrittany Bishopp2008-07-23 14:43:48+00:002008-07-23 14:43:48addTag3Added tag - sending e-mails and invitesbbishoppBrittany Bishopp2008-07-23 14:43:44+00:002008-07-23 14:43:44addTag2First additionbbishoppBrittany Bishopp2008-07-23 14:43:38+00:002008-07-23 14:43:38created1wiki2012-01-31T22:28:02+00:00groups/help/wiki/a6b73FalseHow Do I Resend A Table Host Email?/groups/help/wiki/a6b73/How_Do_I_Resend_A_Table_Host_Email.htmlSandy Barton27 updatesHow Do I Resend A Table Host Email? A Table Host needs the Table Host email to access his Table Host Manger. You can resend this email to a Table Host if he asks for it. You can resend...Falsesbarton2012-01-31T22:28:02+00:00sbartonSandy Barton2012-01-31 22:26:58+00:002012-01-31 22:26:58updated6sbartonSandy Barton2012-01-29 22:30:44+00:002012-01-29 22:30:44updated5Added tag - hotsbartonSandy Barton2012-01-29 22:30:42+00:002012-01-29 22:30:42addTag4Added tag - attendeasysbartonSandy Barton2012-01-29 22:30:14+00:002012-01-29 22:30:14addTag3sbartonSandy Barton2012-01-29 22:30:14+00:002012-01-29 22:30:14updated2First createdsbartonSandy Barton2012-01-29 22:29:08+00:002012-01-29 22:29:08created1wiki2012-01-31T22:26:58+00:00groups/help/wiki/fe015FalseAttendEasy Help/groups/help/wiki/fe015/AttendEasy_Help.htmlSandy Barton6 updatesAttendEasy Help Registering People to Your Event Managing People, Groups & Folders Sending Emails & Invites Table Chart S...Falsesbarton2012-01-31T22:26:58+00:00Removed tag - custom reportsjgalicinskiJason Galicinski2010-11-18 15:03:34+00:002010-11-18 15:03:34removeTag38jgalicinskiJason Galicinski2010-08-02 15:53:43+00:002010-08-02 15:53:43updated37Removed tag - dashboardtzinnoTammy Zinno2010-08-02 15:53:41+00:002010-08-02 15:53:41removeTag36Added tag - dashboardtzinnoTammy Zinno2010-08-02 15:52:58+00:002010-08-02 15:52:58addTag35Minor edittzinnoTammy Zinno2010-05-04 21:09:09+00:002010-05-04 21:09:09updated34tzinnoTammy Zinno2009-04-02 19:50:46+00:002009-04-02 19:50:46updated33tzinnoTammy Zinno2009-04-02 19:49:54+00:002009-04-02 19:49:54updated32tzinnoTammy Zinno2009-04-02 19:48:24+00:002009-04-02 19:48:24updated31tzinnoTammy Zinno2009-04-02 19:47:43+00:002009-04-02 19:47:43updated30tzinnoTammy Zinno2009-04-02 19:47:07+00:002009-04-02 19:47:07updated29tzinnoTammy Zinno2009-04-02 19:46:23+00:002009-04-02 19:46:23updated28tzinnoTammy Zinno2009-04-02 19:45:09+00:002009-04-02 19:45:09updated27tzinnoTammy Zinno2009-04-02 19:44:04+00:002009-04-02 19:44:04updated26tzinnoTammy Zinno2009-04-02 19:43:34+00:002009-04-02 19:43:34updated25tzinnoTammy Zinno2009-04-02 19:42:18+00:002009-04-02 19:42:18updated24tzinnoTammy Zinno2009-04-02 19:41:33+00:002009-04-02 19:41:33updated23tzinnoTammy Zinno2009-04-02 19:40:13+00:002009-04-02 19:40:13updated22tzinnoTammy Zinno2009-04-02 19:36:07+00:002009-04-02 19:36:07updated21tzinnoTammy Zinno2009-04-02 19:34:40+00:002009-04-02 19:34:40updated20tzinnoTammy Zinno2009-04-02 19:32:34+00:002009-04-02 19:32:34updated19tzinnoTammy Zinno2009-04-02 19:30:32+00:002009-04-02 19:30:32updated18tzinnoTammy Zinno2009-04-02 16:35:17+00:002009-04-02 16:35:17updated17tzinnoTammy Zinno2009-04-02 16:32:08+00:002009-04-02 16:32:08updated16tzinnoTammy Zinno2009-04-01 18:20:10+00:002009-04-01 18:20:10updated15tzinnoTammy Zinno2009-03-27 17:07:11+00:002009-03-27 17:07:11updated14Added tag - hotbbishoppBrittany Bishopp2008-10-22 15:15:26+00:002008-10-22 15:15:26addTag13bbishoppBrittany Bishopp2008-08-20 02:05:12+00:002008-08-20 02:05:12updated12bbishoppBrittany Bishopp2008-08-16 20:11:31+00:002008-08-16 20:11:31updated11bbishoppBrittany Bishopp2008-08-11 23:07:50+00:002008-08-11 23:07:50updated10bbishoppBrittany Bishopp2008-08-11 23:06:00+00:002008-08-11 23:06:00updated9bbishoppBrittany Bishopp2008-08-11 23:04:52+00:002008-08-11 23:04:52updated8bbishoppBrittany Bishopp2008-08-11 22:58:14+00:002008-08-11 22:58:14updated7bbishoppBrittany Bishopp2008-08-11 22:35:41+00:002008-08-11 22:35:41updated6bbishoppBrittany Bishopp2008-08-11 22:34:11+00:002008-08-11 22:34:11updated5Added tag - table chartbbishoppBrittany Bishopp2008-08-11 21:19:56+00:002008-08-11 21:19:56addTag4bbishoppBrittany Bishopp2008-08-11 21:19:51+00:002008-08-11 21:19:51updated3Added tag - custom reportsbbishoppBrittany Bishopp2008-08-11 21:19:48+00:002008-08-11 21:19:48addTag2First additionbbishoppBrittany Bishopp2008-08-11 21:19:37+00:002008-08-11 21:19:37created1wiki2010-08-02T15:53:43+00:00groups/help/wiki/c903fFalseCreating Your Table Chart From Start To Finish/groups/help/wiki/c903f/Creating_Your_Table_Chart_From_Start_To_Finish.htmlJason Galicinski38 updatesCreating Your Table Chart From Start To Finish There is probably a seating limit per table at your venue (usually ten). Before you start your table chart, you’ll want to merge small groups tog...Falsejgalicinski2010-08-02T15:53:43+00:00hot/groups/help/search/index.rss?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomelist/groups/help/search/?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomeRecent ChangesRecentChangesListUpdates?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcome0/groups/help/sidebar/RecentChangesListmodifiedDateallRecent ChangesRecentChangesListUpdateswiki/welcomeNo recent changes.reverse5search