...
Start Date displays the start date if the donation is recurring.
Transaction Period specifies the duration of each payment cycle used by transaction interval. Example: Monthly, Yearly
Transaction Day specifies day of the month that the recurring donation will be processed on.
End Date specifies the end date of the recurring donation.
Transaction interval displays the number of transactions per transaction period.
Gift Entry Process
You can process gift entries through the Manage Gift Entries, Account, and Gift Batch.
...
When New Entry is clicked the Gift Entry Information will display. Unlike the Gift Entry Information in the Account, the information here is not pre-populate.
...
Gift Entry Information Details
The Gift Entry Information form has the same layout wherever you process a Gift Entry. You need to input the required information afterwards you can proceed to the next window which is the Payment Form. Please note that Credit Card, BECS Debit and Checks require Payment Information.
...
Set Gift Information section
In the Donor, you can search here for a person account, a household account or an organizational account that wants to donate. If you cannot search the donor’s name, it means the donor has no account and you have to make one.
In the Gift Received Date field, select the date when the gift is received. You can set it on current date or future dates.
...
For the Payment Method, you can choose which way the donor would like to pay.
...
Add or Edit Donor Details Section
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.
...
Designation Information
In this section, the designation is auto-populated once the outreach sourcode is set. You can edit the percentage. You can also delete, change the designation, or add more.
...
Soft Credit Information Section
In this section, you can credit the donation to credit to someone.
...
Set Receipt Information Section
In this section,
Choose the preferred Receipt Channel for the donor to receive their receipt. It could take place through the use of Email or SMS.
The Receipt Template defines the method/channel of sending the receipt for the gift.
This field also defaults to the Outreach Source Code’s Default Receipt Template field.
Payment Information
Once you have completed filling in the required Gift Entry Information, the Payment Information window will only be displayed if you have chosen to make a payment using a Credit Card, BECS Debit, or Check.
...