Adding a transaction in FundEasy

  1. Find the person on the top of the column browser and check the box next to their name.
  2. Find the person in bottom of the column browser.
  3. If the person is a participant and is adding registration fees, remember to change the Show Sponsors pulldown to Show Participants.
  4. Click the Paid or Not Paid to open the Profile Transaction screen.
  5. If there is no Paid or Not Paid icon, click the 0.00 link
  6. Click the "Add New Transaction" link at the bottom left side of the window
  7. 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
  8. Click Go
  9. The transaction you just created will be added to the Transactions list. Notice that it is Pending
  10. 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
  11. 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 AttendEasy
Record payments in FundEasy
Refund payments in FundEasy
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