The small financial grid is displayed over the Financial window grid when you double-click the left mouse button on a cell containing a non-zero amount in the following columns:

Balance Forward
Amount Paid
Amount Owed
All charity columns
Building Total
Building Paid

The small grid is also displayed in a new Get Payment window when you enter a payment amount in the Amounts Paid column.

To void or delete a payment, single-click the left mouse button while positioned over the Date field of the desired row in the small grid.
To print a receipt or IRS substantiation notice, or to cause an amount paid not to appear on a statement, single-click the left mouse button while positioned over the Amount field of the desired row in the small grid.
To use a credit amount to pay for an item, single-click the left mouse button while positioned over the Purpose field of the desired credit amount row in the small grid.

To make the small grid disappear, single-click the right mouse button while positioned anywhere over the small financial grid.

Note: The small grid displayed when you double-click on the Amts Owed column is non-modifiable.

This table displays the data items displayed in columns of the various types of small grids (note: the date due display is optional and is set via the Options|Financial window):

Type	COL 1	COL 2	COL 3	COL 4
A-Balance Forward	date	amount total	purpose	amount paid
B-Amount Paid	amount	date	purpose	check number
C-Any charity column	amount	date	date due
D-Misc	amount	date	purpose	date due
E-Bldg Paid	amount	date	check number
F-Amount Owed	date	amount	purpose
G-Bldg Total	amount	date	date due


This table displays the actions performed when clicking on different columns of the small grid (types refer to the types in the above table):

Action	Types applied to	Result
Click on column 1	B,E	produce receipt/IRS statement (see below)
Click on column 3 purpose of "credit"	B	apply credit amount
Click on column 1, 2, or 3	A	delete balance forward entry
Click on column 2, 3, or 4 in amount paid or pledge	B,C,D,E	void/delete entry
Click on column 4	A	display connected balance forward payment entry in a new small grid
Click on date due	C,D,G if date due option is on	allow change of date due

When you click on column 1 on the Amount Paid or Building Paid small grids, you will get the Receipt Window displayed.

On this window you can choose from the four items displayed:

Produce receipt: If you check this item and click OK, a receipt will be previewed if you are in preview mode or printed if you are not in preview mode.
Produce IRS statement: if the payment amount is greater than or equal to the IRS substantiation amount, this selection will be enabled so that you can either preview or print an IRS statement for this payment.

Make Non-statement display: if you select this item, then this payment amount will not display on statements. You might want to set this on for payments that are not normally of the type that would appear on your statements. If this item is checked, the symbol “/*” will appear after the Reason in the Purpose column. Thus you can view the small grid and tell immediately if an item is marked for non-statement display or not.
Make Non-IRS display: if the payment amount is greater than or equal to the IRS substantiation amount, this selection will be enabled and you can set it on so that this payment will not display when you create the yearly IRS statement for this member that will display all payments greater than or equal to the IRS substantiation amount. If this item is checked, the symbol “/#” will appear after the Reason in the Purpose column. Thus you can view the small grid and tell immediately if an item is marked for non-IRS display or not.


An example of the small financial grid, displaying an amount paid grid (type B in the above tables), is displayed below, highlighted for this discussion in red (the red outline will not appear in the actual display):