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Under the Set Gift Information input the necessary details, you can search the Accounts in the Donor field.
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o In the Gift Type select whether the Individual or Organizational/Household field.
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o Select Donation Type:
For recurring donations select Recurring
For one-time donations select One-off.
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When Recurring is selected as the Donation Type, the Start Date, Transaction Period, Transaction Interval, Transaction Day and End Date fields will display.
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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.
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o In the Gift Received Date field, select the date when the gift is received.
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o For the Gift Amount, input the amount you would like to donate.
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The Gift Commitment section will display if it is a Recurring Donation and fill in the necessary information.
Note: If the recurring donation is fixed-length, then enter the End Date; if it is open-ended, do not enter the End Date.
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Under the Add or Edit Donor Details section, these fields are auto-populated once an Account is entered in the Donor field. If some of the information is missing, please fill it out otherwise it will not proceed to the next process.
In the Designation Information section, the Designation is also auto-populated as the information of designation is already inputted in the Parent Campaign. You can edit how much percentage you would like to share.
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