How do I record a donation?
- In the top, left corner of the page, search for a donor’s name in the “Find a Donor” box.
If you need to create a new donor, click on either the Dashboard or the Donor tab, then click on “New Donor” at the left. - Once you’re in the donor’s record, enter a date in the the “date recorded” field. This could be the date that the donation was actually received, or today’s date.
TIP: use the date recorded field for the date that the donation was deposited in your bank account. If you deposit a group of donations together, give them all the same date recorded date. Then, when you go to your Donations report, you’ll see the donations grouped by date. The total amount should be the same as your deposit slip. In fact, you can print out your donations report for that date and use it as a deposit slip. - Enter an amount and choose a fund. (To add and manage funds, see How do I Add and Manage Funds?)
- To split the donation between more than one fund, click the “split” icon, and enter the second amount and fund. You can add as many splits as you need. You can enter a memo line for each split.
- Select a Donation Type. Depending on the type that you select, different optional fields will appear.
- Click “Save”. The donation will appear immediately in the list right below the form.
- The cursor will jump to the Search field. You can search for the next donor and keep recording donations.
