how to add a payment in Altru | Start Chat

how to add payments in Altru

Prompt

create a cheat sheet on how to add a payment in Altru

ASSISTANT: Sure, here is a cheat sheet for adding a payment in Altru:

Go to the constituent record of the individual who is making the payment.
Select the Payments tab from the left-hand menu.
Click on the Add Payment button.
Choose the Payment Type (e.g., credit card, cash, check).
Enter the Payment Amount.
If applicable, select the Fund and Campaign that the payment should be applied to.
Fill out any additional information needed for the payment type selected (e.g., credit card information).
Click Save.

That's it! You have successfully added a payment in Altru.