thankQ Help

The Payment Summary information on a contact record is Approved Financial Year Total information. If payments/donations are not approved the information will not appear under this tab.

There is an overnight process that calculates the information under this tab so if a batch has been approved and you go directly to this tab the information will not be visible until the next day. If this information is urgently required the thankQ Administrator can run this process manually but it is best to do this when there are no users using thankQ.

Hard = the contact who is making the donation and whose record is displayed

Soft = the contact who is related to the contact making the donation e.g. if the Wife donates then the donation will show on the Husband’s record as a Soft donation

Under Payment Summary anything under the Payment Columns are NOT donations. These are payments for things like merchandise, grant giving, memberships, sponsorships, event tickets etc.