How to Apply Payments to Obligations and Run an Obligation Report

Once you’ve created Obligation templates and applied them to your contacts, you can easily record payments for each obligation and generate reports to track who has paid.

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Apply payments to specific obligations

When recording the payment, fill out the deposit fields and click Search for contacts…

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Enter the contact’s name into the Search for contacts field. Then, select the Activity Account—in this case, Member Activity.

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Select the Obligation template, then click Apply.

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To save the deposit, click Save, Save & Close, or Save & New. This will record the payment in both the bank register and the contact’s record.

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If you’re applying a payment to a recurring obligation, select the appropriate Obligation Date from the dropdown and click Apply.

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To apply a payment to multiple obligation dates, create a separate split for each date the payment should cover.

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Run the Obligation report

Click Contact Reports and select Obligation Report from the dropdown.

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Choose the Activity Account and select the desired Obligation template from the dropdown.

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A report will be generated showing which contacts have paid the obligation. (The date range defaults to the whole financial year.)

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If you want to run the report for a specific time period, set the obligation date range and click Apply Filter.

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Note: Obligation templates can no longer be edited for individual contacts. To make changes, delete the existing obligation from the contact and create a new one.