How To Start A Charitable Contribution

If a customer elects to contribute money to a charitable organization, you must create a service agreement. Charitable contribution service agreements are just like other service agreements in many ways:

  • The system bills the customer for the elected contribution amount using information on the service agreement.
  • The customer pays the billed amount.
  • If the customer doesn't pay, credit & collections may start a collection process to encourage the customer to pay (depending upon how the charitable contributions debt class has been set up on your system).

Charitable contribution service agreements differ from regular service agreements in the following ways:

  • Charitable contribution service agreements typically don't cause a receivable account to be affected when the charitable contribution is billed. It is only when the charitable contribution is paid that a financial transaction occurs (debit cash, credit charitable contribution payable).
  • Charitable contribution service agreements have no balance when the billed amount is paid because the money is being forwarded to a charity.

Creating a charitable contribution service agreement involves the following steps:

  • Select the account on Control Central and open Start/Stop.
  • Enter a Start Date and Start Method of Start a SA.
  • Indicate the CIS Division / SA Type of the charitable contribution agreement and click the Start button.
  • After you click the Start button, the Start Confirmation page will appear:
    • If Start Options have been created for the CIS Division / SA Type, you need only select the appropriate option and close the page. The system will use the information on the start option to populate the service agreement's billing parameters (i.e., the charitable contribution amount to be periodically billed).
    • If Start Options have not been created for the CIS Division / SA Type, you must define the charitable contribution amount (the prompt for this field is defined on the SA type and therefore will differ depending on how you've set up the system). After defining this information, close the page. The system will use the information you entered to create a charitable contribution service agreement.