1. Find the person in Registration Details.
  2. Click on the red or gold payment icon to the left of his name to open Profile Transaction screen
  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

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Adding a transaction in FundEasy

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Refunding a transaction

Payments and Deposits

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