Single Item Entry - Cash or Check

  • Navigate to Data Entry > Giving > Gifts > +

  • In the Source search box, type an asterisk (*) and select the appropriate offline source

  • In the Gift From? section select An Individual, An Organization, or Anonymous

  • For individuals or organizations, start typing the name or other contact information and potential matching profiles will populate on the right hand side of the screen. 

  • If this is an existing donor, click Select under the name of the individual

  • If this is a new donor, complete the remaining Profile Information fields. The new profile will be created once the gift is saved

  • In the What is the gift for? Section, click the Add Designation + button

  • In the Designation search box, type the designation short code (or type an asterisk (*) in the search box to select from a list of available designations) and hit your Enter key

  • In the Gift Amount text box, enter the dollar amount for the donation

  • For split gifts: use the Add Designation + button to add any remaining designations and dollar amounts for this gift

  • In the Funding provided by section, click the appropriate payment method

  • You can add a note by clicking the Add Note+ button 

  • Click Save & I’m Done

Single Item Entry - Credit Card or Bank Account

  • Navigate to Data Entry > Giving > Gifts > +

  • In the Source search box, type an asterisk (*) and select the appropriate offline source

  • In the Gift From? section select An Individual, An Organization, or Anonymous

  • For individuals or organizations, start typing the name or other contact information and potential matching profiles will populate on the right hand side of the screen.

  • If this is an existing donor, click Select under the name of the individual

  • If this is a new donor, complete the remaining Profile Information fields. The new profile will be created once the gift is saved

  • In the What is the gift for? Section, click the Add Designation + button

  • In the Designation search box, type the designation short code (or type an asterisk (*) in the search box to select from a list of available designations) and hit your Enter key

  • In the Gift Amount text box, enter the dollar amount for the donation

  • For split gifts: use the Add Designation + button to add any remaining designations and dollar amounts for this gift

  • If the donor would like to schedule this gift for the future or setup a recurring gift, click the Add Schedule button

  • One-time gift for a future date: Select Once and enter the date to process

  • Recurring gift: Select the recurrence pattern (weekly, monthly, etc.), set the day of the week, and set the date to start. You can also add an end date if the donor wishes

  • Please note: if the donor does not want a donation (one-time or recurring) to process today, you will need to click the purple edit button to remove the Payment to Apply Today

  • In the Funding provided by section, click the appropriate payment method

  • Credit Cards require card number, month and year of expiration, and billing address

  • Bank Accounts require bank name, routing number, account number, account type (checking, savings or unknown)

  • You can add a note by clicking the Add Note+ button 

  • When ready to process, click Save & I’m Done

  • You will receive a screen with the processed donation details

 

 

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