Argenta allows you to enter other types of income into the system by using the Misc. Payments and Income. The Misc. Payments and Income is for interest received from the bank and other non-fiscal donation sources. 
 
DO NOT USE Misc. Payments and Income for Fiscal Donations, see KB Article - Add Fiscal Donations, or for deposits, see KB Article - Using Deposits.
 
Grant's are up to you the user, whether you want to list these in Misc. Payments and Income or as Donations/Grants.
 
To enter a Misc. Payment or Income, choose General Financials > Misc. Payments & Income - from the main menu on the left-hand side:
 
 
 
 
 
This opens the Misc. Payments & Income screen. This will list all your Misc. Payments and Income entries. From here, select the "Add New" button:
 
 
 
This opens the Payment Workspace: 
 
 

This Workspace has three tabs of information. lets go tab-by-tab and field-by-field:
 
1. Payment Details tab:
 
 
 
On this tab you will see all the details for the payment.  Let's go over each field in detail:
 
  1. Record Level Permissions - Set As View OnlyPlacing a checkmark in this box restricts this record to view-only access unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to modify this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  2. Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this record so that users cannot view or update the record unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to access this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  3. Add Payment To The General Journal Check mark the box to add the payment into your general journal.  Fill in the Fund, Deposit Account, Account Detail Type and Account to add this to your register.
  4. Paid by Constituent - Select the constituent who made this payment by clicking the Lookup  icon. If the entity making payment is not in the system, click the Add New  icon to add them. This is a required field.
  5. Payment DateBy default the current date will be entered. You can change this by manually typing in a date or by using the date selector. This is a required field.
  6. Payment AmountEnter the amount of the payment here. This is a required field.
  7. Payment Method Use the drop-down menu to select how you received the payment. Example: Check, cash, card, etc. This is a required field.
  8. Check #/Reference #Enter a check number or reference number if applicable.
  9. Payment DescriptionYou can enter a description of your payment here.
  10. Associated Merchant Fees ExpenseIf this payment was made with a credit card and has an associated merchant fee from Stripe, that fee is added as an expense in the Argenta Business Expense Section. This field displays the amount of the Stripe fee, for users who have access to Business Expenses, the fee can be opened from here. If you need to add a fee, you can do so by selecting the "Add A New Fee" button.
  11. Chapter - If this payment belongs to a specific chapter within your organization or you wish to restrict users by chapter, select the appropriate chapter from the drop-down list. If you have users in your system who are restricted by chapter, they will only be able to see records in the chapters you have granted them access to.
  12. Division - If this payment belongs to a specific division within your organization or you wish to restrict users by division, select the appropriate division from the drop-down list. If you have users in your system who are restricted by division, they will only be able to see records in the divisions you have granted them access to.
  13. Department - If this payment belongs to a specific department within your organization or you wish to restrict users by department, select the appropriate department from the drop-down list. If you have users in your system who are restricted by department, they will only be able to see records in the departments you have granted them access to.
  14. District - If this payment belongs to a specific district within your organization or you wish to restrict users by district, select the appropriate district from the drop-down list. If you have users in your system who are restricted by district, they will only be able to see records in the districts you have granted them access to.
  15. PrecinctIf this payment belongs to a specific precinct within our organization or you wish to restrict users by precinct, select the appropriate precinct from the drop-down list. If you have users in your system who are restricted by precinct, they will only be able to see records in the precincts you have granted them access to.
  16. Convert This Payment To Another Payment TypeIf this payment was made online by an end user and should have been applied as an invoice payment or a mission trip payment, you can convert it here. Once the payment is converted it will no longer show up in Misc. Payments, but in the appropriate payment section of Argenta. Simply select the payment classification from the drop-down list and click "Trigger Conversion" for the payment to be converted. 
  17. Related Files - Like all other modules and sections in Argenta, you can also add an unlimited number of related files to this payment. If you need help adding a file please see our other KB Article - Add Related Files. Make sure to save your changes first before adding related files. If you would like to add any related files to this payment you can do so here. Simply click the "Browse" button to search for and select a file from your computer or drag and drop the file into the "Drag & Drop File Box".
  18. Notes - If you would like to add any notes to the payment you do so in the Notes section. If you need help adding notes please see our other KB Article - Add A Note to the Notes Section. To add a note, click the "Add Note" button. This will open the "Add A New Note" screen where you can type a note. Click the "Save & Add This Note" button to save the note and be returned to your payment workspace. 
With all of these fields entered save your changes before moving on. You can click the "Save All Changes & Continue" button or use the Save  icon from the top.
 
2. Associated Refunds tab:
 
 
This tab will show you any refunds that have been applied to this payment. You can add a refund to this payment by clicking the "Issue A Refund" button. This will open the refund panel:
 
 
From here you can enter:
  1. Partial Refund - Click this if you are applying a partial refund to this payment.
  2. Full Refund - Click this if you are applying a full refund to this payment. 
  3. Refund Category - Select a refund category from the drop-down list. If an applicable category is not listed you can create a new one by clickin