Create a Payment

Entering a New Payment

From Anywhere in Admire

• Click on always located on the top right.

• Select  from the drop-down menu.

  

• This will open the Create Payment Screen

From on an Account

• If you already have the account that made the payment open, simply select the button, located on the right side of the account info section.

• This will open the Create Payment Screen with the Account information already selected

Create Payment Screen

• If you did not open this screen directly from an account you will need to search for the account.

  • Select to remove the selected account and choose another.

  

• Fill in all the fields listed, scrolling down the page as you move along.

• You can tab from field to field, using the arrows to select from the drop-down menus, and the Enter on your keyboard to select that option.

• The following fields are required:

  • Account

  • Date

  • Amount

  • Payment Method

Entering a Credit Card

• When choosing to enter a payment which has a Credit Card type as the Payment Method a Credit Card is required.

• Select the drop-down arrow in the Credit Card field to choose a card on file.

  

• Or select .

• The Add Credit Card Screen will appear with the first primary individual’s name prefilled in under Name.

  

• Enter in the credit card information as indicated, overriding the Name if necessary.

• Click when done.

  Entering Credit Cards Already Billed

  • If the credit card payment you are entering was ALREADY charged or you do not want Admire to charge it, then first follow the directions for entering a regular credit card payment.

  • Then, use the down arrow next to Auto-billing and batching to choose Enter Manual Billing Instead.

  • The following will popup:

    Banquest	CardKnox

  • Enter in the Authorization Code, all other data is optional.

    • Additionally you can select to add more optional data about the transaction.

Create Pledge

• Apply the payment to the listed open pledges as you desire or select to create a new pledge if needed.

• If there are open pledges but you still need to create a new one select

  • The Create Pledge screen will pop up:

    

  • Date - will populate with today’s date, you can adjust.

  • Amount - will populate with the payment amount, you can adjust.

  • Select to open the standard Create Pledge screen.

Applying Payment to Pledge

• All open pledges will be listed on the screen.

  

• Use the down arrow next to the outstanding amount to expand and see more pledge details.

  

• Select the of the pledge/s the payment should be applied to.

• It will switch to and populate with the full amount due now.

• You can adjust this amount by overriding what is written in.

• Notice how this bar adjusts to what was applied.

  

Unapplied Payment

• When you click save on a payment that you did not apply to a pledge the following will pop-up:

  

• Select to go back and apply the payment.

• If you choose then the funds will be stored as a credit on the account.

• It will show up with a pink tag "$amount unapplied” on the payments tab on the account:

  

Overapplied Payment

• If you mistakenly apply a larger amount as payment to a pledge then the actual payment amount you will receive this error:

  

• Adjust either the payment amount or the applied amount to fix.

Future Payment

• If the date you select for the payment is after today’s date the following will pop-up under the date:

  

Linking Payment to Entity - Entities

• If the entity is already associated with the account, the entity will automatically appear.

  

  • Click it so it turns a darker blue and the + turns to an x:

    

• If there is no entity associated, use to do so. Entities: Step-by-Step Guide

• It is Important to Note:

  If you need to create a new pledge and link it to an entity, from this payment screen, you will need to open the Advanced Create Pledge screen.