Internal transfer
Question asked by Andy Hallam 8 years ago
Hi,
We run a charity and receive a lot of income through BT Donate does anyone have any suggestions on how i can divide the value up and allocate it to each specific event?
What you could do is create an invoice and assign a project for each event - I've linked to a guide on how to create projects and link to invoices below:
https://www.clearbooks.co.uk/support/guides/projects-settings-2/how-to-create-a-project/
A payment can then be allocated to settle all the invoices by heading to Money>Bank accounts and clicking on the link to create a money in transaction:
When explaining the receipt you can link the receipt to the invoices by selecting the customer and hitting the allocate to existing invoice beside the appropriate invoices:
I hope this helps, if you have any further queries or get stuck just let me know.
Best answerHi Andy,
It sounds as though you will need a specific BT Donate account code which can be created on the Settings>Codes menu and use this when explaining the income. When you say you need to allocate to a specific event do you receive a lump sum which covers all events you run?
Thanks for your quick response John,
Yes we just receive a lump sum which covers numerous events as it's a weekly/fortnightly which we would like to separate out.
Thanks
What you could do is create an invoice and assign a project for each event - I've linked to a guide on how to create projects and link to invoices below:
https://www.clearbooks.co.uk/support/guides/projects-settings-2/how-to-create-a-project/
A payment can then be allocated to settle all the invoices by heading to Money>Bank accounts and clicking on the link to create a money in transaction:
When explaining the receipt you can link the receipt to the invoices by selecting the customer and hitting the allocate to existing invoice beside the appropriate invoices:
I hope this helps, if you have any further queries or get stuck just let me know.
Best answer
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