...
▪️ New Gift Entry is the standard in pc button.
...
▪️ New Entry is the modified one.
...
Click New Entry to manage Gift Entries.
Under the Donor Set Gift Information section input the barcode that can be found in the Campaign Member record. The system will then automatically display the necessary details.
...
o The
o In the Gift Type field will be automatically populated with the relevant information as soon as the barcode of the gift is scanned select whether the Individual or Organizational/Household field.
Note: For Individual gift type, select a person’s account as a donor. For Organizational/Household, select a business account
...
o Select Donation Type:
For recurring donations select Recurring
For one-time donations select One-off.
...
When Recurring is selected the Start Date, Transaction Period, Transaction Interval , Transaction Day and End Date fields will display.
...
Under the Add or Edit Donor Details section, 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 Received Date field, select the date when the gift is received.
...
In the Set Gift Information section, the Outreach Source Code and Campaign are auto-populated as you enter the barcode.
...
o For the Payment Method, you can choose which way would you like to pay.
...