The payment form groups information about the payer, amount, coding and references. Fields can be prefilled from a fundraising activity or existing payment.

Field	Notes
Payer and personal/organisational donation	Select the contact and, where applicable, linked organisation
Amount and currency	Enter the payment amount; default currency comes from workspace settings, falling back to GBP
Status	Paid, Pledged or Invoiced; defaults to Paid
Date	Date paid for Paid; expected payment/due date for Pledged or Invoiced
Reporting amount	Amount in the workspace reporting currency when it differs from payment currency
Payment method	Active methods configured for your workspace; an existing payment retains its selected inactive method when editing
Cheque number	Shown for a cheque method
Bank account	Configured bank account
Ineligible for tax relief	Marks a payment as excluded; leaving this unchecked does not establish Gift Aid eligibility
Fundraising activity/page	Attribution to a campaign and fundraising page
Associated event	Optional link to an Events-module record, separate from fundraising attribution
Team and allocation type	Internal coding
Restricted fund breakdown	Single or multiple fund allocations; split amounts must balance to the payment total
In memory / tribute fund	Link memorial giving to a tribute fund
Reference and payout reference	Payment and settlement references
External keys	Additional key/value identifiers
Acknowledgement and overrides	Personalisation values for acknowledgements
Attachments	Files attached to the payment

The tax-relief control is not limited to GBP in the form. Gift Aid has additional eligibility rules; see Understanding Gift Aid.