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Add a Contributor & Check Payment Simultaneously
Jul 11, 2024
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- Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
- Click the hyperlink for the desired fundraiser.
- Click the ellipses and choose Enter Cash Contribution.
- On the Enter Cash Contribution screen, enter the following:
- Name: Enter the name of the contributor. NOTE: If the contributor does not exist in your database as a contact, a new non-member contact will be created.
- Date: The current date will be displayed by default, and may be changed.
- Check Number: Enter the check number as a reference.
- Message: Enter the message the contributor wishes to display.
- Tribute Contact: Enter the person the contributor is making this contribution in tribute to.
- Recognition Name: The recognition name is the name of the person who will be recognized for the contribution.
- Donation/Pledge Items: Select the appropriate item from the dropdown list.
- Price: Enter the amount of the contribution.
- Click Done. After the contribution and payment are entered, an invoice and payment will be displayed on the contact's Billing tab. A confirmation email is not automatically sent, so you may wish to do this manually.
