As long as a request’s status is pending, a payment record will not be created.
create the request
Whether from quick create or manual, fill in the forms and create the request.
Quick Create
For step by step instructions on creating a Grant Request using the Quick Create Form, reference the Using Request Quick Create section of this Knowledge Article: Grant Request Quick-Create
Manual
As a best practice, we always recommend you start entering a Request from the Applicant's Constituent record. That way, the Applicant and Payee fields will auto-populate. By beginning here, you can also access the GOverify tab and check the Request history for this applicant.
If you have decided not to leverage the Request Quick-Create Form, this will open a new Request record. Fill in all fields for your request.
approve the request to create a payment
A payment is auto-created when you approve a request. Filling in the Original Grant field will automatically set the Request Status to Approved.
You can approve the request in the top toolbar using the Approve/Deny option where Approve – Full = Requested Amount and Approve – Recommended = Recommended Amount. You can also approve a request by entering an Original Grant Amount (if you are approving for an amount that is different than the Requested Amount or Recommended Amount.)
Once the request is approved, a payment record will be created. Open the Payments & Requirements tab to view the Payment that was auto-created.
Please keep in mind that if you have a GOapply application with a field mapping to Original Grant, this will flip the status of the request to approved, and it will then create a payment record in your system.