Apply Open Credit
Sometimes a credit balance will not be applied to a specific invoice, resulting in a $0 Open Balance but an amount overdue. To solve this,
April 29, 2026
- 832-224-3413
- IT@spacecitytd.org
Sometimes a credit balance will not be applied to a specific invoice, resulting in a $0 Open Balance but an amount overdue. To solve this,
Often a credit balance will be held by the team/sponsor to be used on a future weekend. In this case, first follow the steps to
After each weekend, it is important to reconcile the final headcount in Registrations to the headcount recorded in QuickBooks. Repeat the steps below for all
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
Notification of a refund request should come to the Treasurer/Finance Committee from either Weekend Leadership (team) or Pre-Weekend Committee (candidates). There are two steps involved:
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
Many of the lists in Planning Center People are static, and others require updates between each set of weekends. Each tab contains a table with
When team members load weekend waiver forms to the SharePoint library through the link in their Registration confirmation email, we need to create automatic email
As Weekend IHC and OHC, you will need to add yourself to the Groups for the teams in your area of responsibility. This will give
Planning Center University is a training resource provided by Planning Center. It is geared toward churches, but is the best resource for general information about