Donations

The Donations Accordion keeps track of any monetary donations from a contact that are not membership dues or in-kind gifts.

Before entering a new donation, be sure your funds and donation thank you letters are set up under Contacts Settings | Funds.

Add New Donation & Print Thank You Letter

1. Click "Edit" in the Edit Bar at the top of the contact record
2. Click the Donations Accordion bar to expand it
3. Click "Add New Donation"
4. Fill in the required fields (marked with red asterisks)
5. Fill in additional fields if needed
   • Some fields are controlled by authority files. (See Using Authority Files)
   • If the donation is a payment for a pledge, use the Apply to Pledge No field to select the pledge. This field displays the pledge number, followed by the pledge amount and the pledge balance. Ex. "4 (600/450)" means Pledge number 4 of $600, with $450 remaining.
   
   
   
6. Click "Save" on the pop-up window, which will also close the window
7. Click the "Not Sent" hyperlink in the Thank Your Letter Sent column to view and print the Thank You Letter
   • Customize the document on the letter screen as needed
   • Use the "Email", "Save as PDF" or "Print" options to produce the document in the desired format
   • Close out of the Donation Thank You Letter pop-up window
8. Click "Save" in the Edit Bar at the top of the screen
   
   

View/Edit Donation & Thank You Letter

1. Click "Edit" in the Edit Bar at the top of the contact screen
2. Click the hyperlink in the Date column within the Donations Accordion
3. View the record or make your changes
   • To view/edit the Thank You Letter, click the "Thank You Letter" button on the pop-up window
4. Click "Save" on the Edit Donation Receipt pop-up window
5. Click "Close"
6. Click "Save" in the Edit Bar at the top of the screen

Print Donations

To print a list of the donations for a contact, click the "Print" button within the Donations Accordion and then click "Preview."  The list may be saved as a PDF or sent to your printer.

Delete Donation Payment

1. Click "Edit" in the Edit Bar at the top of the contact screen
2. Hover over the payment you want to delete within the Donations Accordion
3. Click the Trash Can icon on the right end of the row
4. Click "Yes" to confirm
5. Click "Save" in the Edit Bar at the top of the screen