Add, fulfill and complete in-kind payments

You can add, fulfill and complete in-kind payments in the Payment tab of your request. Remember that Benevity does not disburse in-kind payments. 

In this article:

Adding in-kind payments

  1. Open the request.

  2. Go to Payment > In-kind.910._Adding_in-kind_payments_-_1_.png

  3. Select Add payment.

  4. Fill in the form. The required form fields will change depending on which payment status you choose. 911._Adding_inkind_payments_-_2.png

  5. Select Add.

  6. The payment is added and you will be brought to the In-kind payment table list. You can still edit the payment when the status is Unprocessed.

Fulfilling in-kind payments

  1. Open the request.

  2. Go to Payment > In-kind.
    912._Fulfilling_inkind_payments_-_3.png

  3. Select the Payment # you would like to update.

  4. Change the Payment status to Processing. Update any other information and select Save.

  5. Confirm the changes and then you will be brought to the In-kind payment table list. You can still edit the payment when the status is Processing.

Completing in-kind payments

After the cause receives their in-kind items, go back to the request to complete the payment. 

  1. Open the request.

  2. Go to Payment > In-kind.913._Completing_inkind_payments_-_4.png

  3. Select the Payment # you would like to update.

  4. Change the Payment status to Completed. Update any other information and select Save.

  5. Confirm the changes and then you will be brought to the In-kind payment table list. You can still edit the payment when the status is Processing. When the payment is completed, unless you have the correct system permissions to change the status, you can only add notes and tracking information, but all other fields will be locked.

914._Inkind_payment_list_view_-_5.png

 

 

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