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 because they are your products. 

In this article:

Adding in-kind payments

  1. Open the request.
  2. Go to Payment > In-kind.

    Screen_Shot_2020-09-10_at_15.29.18.png

  3. Under the Payment lines section, select Add new payment.

    Screen_Shot_2020-09-11_at_13.05.05.png

  4. Fill in the form. All fields are mandatory except Notes.
  5. Select Add payment at the bottom of the form.
  6. The payment is added. The payment status will change to Unprocessed. You can still edit the payment when the status is Unprocessed.

    Screen_Shot_2020-09-11_at_13.09.29.png

Fulfilling in-kind payments

  1. Open the request.
  2. Go to Payment > In-kind.

    Screen_Shot_2020-09-10_at_15.29.18.png

  3. Under the Payment lines section, select Actions > View details. Or you can click directly on the payment.

    Screen_Shot_2020-09-11_at_13.14.35.png

  4. Review to make sure the fields are correct. If you need to add or edit anything, select Actions > Edit. Make the changes and select Save.
  5. When you're ready, select Actions > Fulfill payment.

    Screen_Shot_2020-09-10_at_14.35.38.png

  6. Review the details and select Submit payment. The payment status will change to Processing. You can still edit the payment when the status is Processing.

    Screen_Shot_2020-09-10_at_15.22.53.png

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.

    Screen_Shot_2020-09-10_at_15.29.18.png

  3. Under the Payment lines section, select Actions > Complete payment.

    Screen_Shot_2020-09-10_at_15.25.48.png

  4. Review the details and select Submit payment. The payment status will change to Completed. When the payment is completed, you can still add notes and tracking information. But all other fields will be locked.

    Screen_Shot_2020-09-10_at_15.37.11.png

 

For additional support, contact us at help@benevity.com.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request