Delegate Payments track what your delegates pay, recorded as payments in Argenta so they can post to your general journal and be refunded and receipted.

Add a delegate payment

1. Go to Voting & Elections > Delegate Payments. This is the list of delegate payments.
2. Click Add New. Argenta creates the payment and opens the payment workspace on the Payment Details page.
3. Fill in the details below and save.

Payment Details fields

• Record Level Permissions: the Set As View Only and Lock This Record switches.
• Payment Amount (required).
• Paid by Constituent (required): the delegate who made the payment.
• Add Payment to the General Journal: turn this on to post the payment as a deposit, then choose the Fund, the Deposit/Bank Account (use *Undeposited Funds to group checks into one deposit later), and the Account from your chart of accounts.
• Payment Date (required, defaults to today).
• Receipt Was Given: a switch to note a receipt was handed over. Use Send Receipt to email a receipt, or Print Receipt for a PDF.
• Payment Point of Entry, Payment Type, and Payment Category: pick from the drop-downs (add a new category with the orange add icon).
• Check/PO/Reference Number for your records.
• Chapter, Division, Department (plus District, Precinct for political teams).

If the payment came through Stripe, any related merchant fee shows here. Save with Save All & Continue or Save All & Exit.

The rest of the workspace

The payment workspace also has these tabs:

• Connections: link the payment to related records.
• Refunds: see any refunds, or click Issue A Refund to record one (partial or full, with a category, date, amount, and method).
• Payment Files and Payment Notes: attach files (Add Related Files) and notes (Add A Note).
• Record Permissions: grant specific users view-only or locked-record access.