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Home > Fundraising > Add a Donor & Check Payment Simultaneously
Add a Donor & Check Payment Simultaneously
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If you have received checks from individual who wish to make a one time donation, and who have not filled in your donation form, you can easily add the donation information and the payment at the same time.

 

IMPORTANT: This option is NOT used to pay for existing invoices, only to enter a donor and a check received when a donation has not already been setup. Additionally, when a donation/payment is entered in this manner, the thank you email is not sent.

 

  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
  2. Click the hyper-link for the desired fundraiser.
  3. Click the    and choose Enter Cash Donation.
  4. On the Enter Cash Donation screen enter the following:
    • Name: Enter the name of the donor. NOTE: If the donor 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 donor wishes displayed.
    • Tribute Contact: Enter the person the donor is making this donation in tribute to.
    • Recognition Name: The recognition name is the name of the person who will get recognized for the donation.
    • Donation Pledge Items: Select the appropriate item from the drop-down list.
    • Price: Enter the amount of the donation.
  5. Click Done.

 

After the donation and payment is 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.

 

 

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