Person Finance Management

Financial Summary & Quick Payment summary

Get an instant overview of the person's financial status with total pledges, payments made, and outstanding balance. Record payments quickly with the integrated payment modal.

Outstanding Balance Display: Real-time calculation of total pledges minus total payments
Quick Payment Recording: Use the "Pay" button to open payment modal for the full outstanding balance
Payment Modal Features: Select payment method, enter amount, add memo, and record payment instantly
Balance Updates: Automatic recalculation after payment recording
Payment Allocation: System automatically allocates payments to oldest unpaid pledges first

Total Pledges: Sum of all pledge amounts for the person

Total Payments: Sum of all completed payments received

Outstanding Balance: Remaining amount due (Pledges - Payments)

Quick Pay Button: One-click access to payment recording

Pledge History & Management pledges

View and manage all pledges for an individual person with detailed kibbud (honor) information, payment status tracking, and selection capabilities for invoicing.

Complete Pledge History: View all kibbudim with parasha, event type, date, and honor details
Payment Status Tracking: See real-time payment status for each pledge (unpaid, partially paid, completed)
Honor Details: View kibbud type and related person information for each person
Sorting Options: Sort by date, parasha, event type, kibbud, pledge amount, or payment status
Selection for Payment Recording: Select individual pledges or use "Select All Unpaid" for batch payment operations
Selected Pledge Payment: Use the "Pay Selected" button to record payments for specific chosen pledges
Client Notes: View any special notes associated with specific assignments

Outstanding Balance: Automatic calculation of unpaid amounts

Gift Tracking: Special handling for honorary assignments

Related Persons: Track honors given for family members

Payment Modal Integration: Direct payment recording for selected pledges

Payment Records & Tracking payments

Comprehensive payment history with detailed transaction information, payment methods, and reconciliation status for complete financial tracking.

Payment History: Complete chronological list of all payments made by the person
Payment Details: Amount, date, payment method (cash, check, card, etc.)
Status Tracking: View completed, reconciled, and partially paid transaction statuses
Sorting Capabilities: Sort by date, amount, or payment type for better organization

Multiple Payment Types: Cash, Check, Credit Card (Configurable in Settings)

Reconciliation Status: Monitor payment verification workflow

Transaction Audit: Complete payment trail with timestamps

Balance Sheet & Financial Summary balance

Generate comprehensive balance sheets with flexible date ranges, legacy system integration, and multiple export options for complete financial reporting.

Dynamic Balance Calculation: Real-time balance sheet generation from pledges and payments
Multiple Time Ranges: Generate reports from balance zero point, current system only, or all historical data
Legacy Integration: Include transactions from previous systems with date filtering
Export Options: Download PDF balance sheets or email them directly to the person
Balance History: Track balance changes over time with detailed transaction history
Outstanding Balance Tracking: Current balance calculation with payment allocation

Balance Sheet Options:

Since Balance Zero: From the last point where balance was zero
Current System Only: Transactions from the current PledgeCards system
Legacy Filtered: Legacy system transactions with date filtering
Combined Filtered: Both systems with date filtering
Complete History: All transactions from all systems (use cautiously)

Communication & Invoicing email

Send professional invoices and balance requests directly to individuals with automated PDF generation, secure payment links, and comprehensive email tracking.

Payment Request Emails: Send invoices for selected unpaid pledges with detailed breakdowns
Balance Request Emails: Send complete balance statements with payment links
Automated PDF Generation: Professional PDF invoices and balance sheets attached to emails
Secure Payment Processing: Integration with payment systems for online payments
Email Validation: Verify person has valid email address before sending
Payment Container Creation: Automatic creation of payment tracking records

Professional Invoices: Formatted with event details and honor information

Payment Links: Secure online payment processing integration

Balance Statements: Complete financial history with downloadable PDFs

Pro Tips & Best Practices

Payment Recording Workflow:

Quick Payment: Use the main "Pay" button for full outstanding balance payments
Selective Payment: Select specific pledges and use "Pay Selected" for partial payments
Payment Modal: Choose payment method (cash, check, card), enter amount, add memo, and confirm
Automatic Allocation: System allocates payments to oldest unpaid pledges first
Gift Allocation: System allocates remaining payment to outstanding gift pledges
Excess Payment: System created new gift pledge and applies to it any excess payment amount

Financial Summary Benefits: The summary section provides instant visibility into the person's financial status. The outstanding balance calculation (Total Pledges - Total Payments) gives you immediate insight into what's owed, making payment recording decisions quick and informed.

Pledge Selection Strategy: Use "Select All Unpaid" for comprehensive payment recording, or individually select specific pledges for targeted payments. The system automatically calculates outstanding balances and excludes gift assignments from payment totals.

Balance Sheet Management:

Start with "Since Balance Zero" for most current financial status
Use "Current System Only" for clean reporting without legacy data
Apply date filters when including legacy transactions to manage data volume
Download PDFs for record-keeping before emailing to persons

Payment Tracking Workflow: Monitor payment status progression from "charge" → "completed" → "reconciled". Use the payment history to verify allocation accuracy and troubleshoot any discrepancies in balance calculations.

Communication Best Practices:

Verify email addresses before sending invoices or balance requests
Include detailed descriptions with event context and honor information
Use balance requests for comprehensive financial summaries
Use payment requests for specific unpaid pledges

Data Organization: Utilize sorting options to organize information by priority - sort by date for chronological view, by amount for financial prioritization, or by status for payment follow-up workflows.

Legacy System Integration: When working with legacy data, use date filtering to focus on relevant time periods. The "Since Balance Zero" option is particularly useful for finding the most recent complete financial picture.

The Person Finance Management system provides complete financial oversight for individual community members. Each section builds upon the others to create a comprehensive financial management experience.

Remember: All financial data is real-time and automatically synchronized across pledges, payments, and balance calculations for accurate reporting.