Very often Pescadores with a credit balance will request that the credit be donated to the community. The process is very similar to a refund request.
Record the Refund in Planning Center Registrations
Note: frequently the Pre-Weekend Committee will record the refund for Candidates drops.
Steps:
- Navigate to Planning Center Registrations; open the appropriate Registration event.
- Open the “Cancelled” attendees on the left side of the page. The Weekend Leadership Team or Pre-Weekend Committee should take care of cancelling the registration.
- Click to open the registration
- Tap “Issue Refund” to clear the credit balance
- Select “Other” as the refund type
- Put a note in the memo field “Donate to SCTD Community”
Record Scholarship Donation in QuickBooks
To record the donation:
- Record a customer invoice with the Product/Service Item: Donation
- Save, then tap “Receive Payment”
- Apply the credit balance to the donation invoice. The amount received should be zero.
