It is possible for the weekend Outside Head Cha or Pre-Weekend Committee to record a credit roll-forward without notifying the Finance Committee. Before contacting community members with credit balances, check all “other” payment transactions for each Registrations event.
Steps:
- Open Planning Center Registrations
- Navigate to the “Payments” menu
- Filter for Payment Type = Other
- Click on each “other” item in the Payment Method column to view details of the credit
- Confirm credit has been recorded in QuickBooks
