Adding an Income Record
Income records track and report every dollar that runs through your organization within Compass-360. So by nature, they have a lot of complexities. At a basic level, an income requires a constituent and an amount.
Most income records will be created automatically via online “activities” throughout Compass-360, like purchasing a membership, tickets for events or making online donations through the various portals. In these cases, pending income will appear and you’ll first match the income to a constituent.
Important to note:
Most income can be posted via the respective module. For example, if you are manually entering membership dues, you can do so from the Membership Module.
There are three ways to add income manually via the Income Module. From the bottom bar, click Record Income to view the options: Record Quick Income, Record Full Income, and Batch Income Recorder.
Select the appropriate option for the income you are recording.
Add a Quick Income
Use only if you need to quickly record income and payment to a constituent. No other data points can be added with this method. You can, however,...
Add a Full Income
The most commonly used and most powerful method for recording income. In addition to assigning a constituent and payment method, this option provides you with the full...
Add Income in Bulk
The batch income record is used to enter in multiple income records that have similar characteristics such as being linked to the same activity, fund allocation, etc....