Credit a Payment

Written by Lauren Neulinger

Last published at: March 24th, 2020

If a payment recorded for a request needs to marked as credited (i.e. the payment was returned by the grantee or award recipient), you can enter a negative payment to reflect the situation. This will decrease the Amount Paid and increase the Balance for the request.

This is the appropriate action if you want to show that a payment was returned/credited, and keep a record of the original payment. 

If you need to simply remove a payment that was recorded, and do not want to retain a record of the original payment, refer to this article instead: Delete a Payment.

If you utilize the integration with CommunitySuite, adjustments to payments should be handled within CommunitySuite (not within GLM/SLM).

Credit a Payment

  1. Click on the project name to reach the Request Summary. 
    • The project name can be accessed from multiple locations, including a workload page (i.e. All Open Approvals), the User or Organization Summary page, or the Requests & Decisions search page. 
  2. Click the Award Details tab.
  3. Click the installment that contains the payment to credit.
  4. Click Make Payment.
  5. Enter the payment amount as a negative number. Enter the payment date (you might choose to make this the date the payment was returned), and any comments regarding the situation.
  6. Click Make Payment.
  7. The Amount Paid and Balance for the request will automatically update.