Adding, fulfilling and completing in-kind payments

You can add, fulfill and complete in-kind payments in the Payment tab of your request. Community Investment Essential allows you to record your in-kind payments but does not process disbursements of this type. 

Permissions

Anyone with the following permissions enabled in the Grant request - Payment section can add, fulfill, and complete in-kind payments:

• User can pay a grant request via internal payment process?
• User can edit accounts payable and in-kind payments in 'Paid' status?

Adding in-kind payments

To add an in-kind payment:

1. Open the request.
2. Go to Payment > In-kind.
3. Select Add payment.
4. Complete the payment form. The required form fields depend on the payment status you choose. 
5. Select Add.

The payment is added to the In-kind payment list. You can edit the payment when the status is Unprocessed.

Fulfilling in-kind payments

To indicate that an in-kind payment is being fulfilled:

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

You can edit the payment when the status is Processing.

Completing in-kind payments

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

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

When the payment is complete it will be locked. You can only add notes and tracking information unless you have permission to revert the status.