How to Credit a Request Payment


Written by Hanna Smith

Last published at: May 15th, 2018

There are three ways to credit a grant payment. 

1. You can make a negative payment against the installment for the full amount which will preserve the original amount awarded but it will also  look like there is an unpaid balance. 

  • You would want to include information in the payment comments regarding the return funds.

2. You can add a negative installment that will revert the grant amount to $0 but you would want to include installment conditions reflecting the return.

Here is what each scenario looks like:

3.  Yet another option would be, if you wanted Board Members to have visibility of the returned grant money and it's explanation, enter a manual grant request as a solution to track the returned money.  It could be entered into an "Internal" miscellaneous manual grant entry process