Making a donation

The donation process consists of searching for the customer who is making the donation, selecting the donation campaign, entering the donation amount, and choosing a payment method.

1. Go to Front Desk > Make Donation.

2. On the Customer Search page, choose one of the following:

• To make a donation from an existing customer or company, search for and select the customer or the company that is making a donation.

• To make a donation from a drop-in customer, select Drop-In Customer from the Potential Customers list and click Select.

Note: If you want to disable drop-in donations, go to Administration Home > Financial Settings > Configuration > Financial Options > Donations and uncheck the Allow drop-in donations check box in

1. On the New Donation page, specify any necessary donation details.

   1. Select the Donation Campaign that you want to donate to.

   2. Enter the Donation Amount.

   3. Enter any necessary Staff Notes for the donation.

   4. Enter any necessary Customer Notes.

2. Click Submit.

3. On the Pending Receipt page, click Pay.

4. Select the payer for the donation.

5. Select the payment type for the donation.

6. Click Pay & Finish.

Related topics

Return to Donation Campaigns