...
Under the Donor Information section input the barcode that can be found in the Campaign Member record. The system will then automatically display the details.
...
o For Gift Type select Individualo The Gift Type field will be automatically populated with the relevant information as soon as the barcode of the gift is scanned.
Note: For Individual gift type, select a person’s account as a donor. For Organizational/Household, select a business account
...
o Select Donation Type:
o For One-Off/Recurring select One-Off.
...
For recurring donations select Recurring
For one-time donations select One-off.
...
Under the Add or Edit Donor Details section, the Email is required. Don’t forget to fill in the email otherwise, these fields are auto-populated once the barcode is entered. If some of the information is missing, please fill it out otherwise it will not proceed to the next process.
...
.
...
o In the Set Gift Date, select the date when the gift is received.
...
o If the Payment Method is Credit Card or Direct Debit you are required to provide a Gateway Account.
...
o For the Gift Amount, input the amount you would like to donate.
...
Click Save Payment Details or Next.
After processing, it will make a new record that can be found in the Gift Entries. It will create Gift Entry.
For One-off Donations, it will process immediately and create a Gift Transaction and for Recurring Donations it will create a Gift Commitment.
...