Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

 In Set Gift Information, fill in the necessary fields, there will no Payment Method since you already set it in the Gift Batch.

...

  • For the barcode, input the donor's barcode. This barcode can be found in the donor’s Campaign Member details.

  • The Donor is an auto-populated field once a barcode is entered or once a donor is searched in the Search field.

  • In the Gift Received Date field, select the date when the gift is received. You can set it on current date or future dates.

  • Select Donation Type:

    • For one-time donations select One-off.

    • For recurring donations select Recurring

    • When Recurring is selected as the Donation Type, the donation is recurring, tick the New Recurring Gift checkbox to display the required fields for entering a recurring donation.

      • For the Start Date, set the effective date when the donor wants to start the recurring donation.

      • For the Transaction Period,

      Transaction Interval, Transaction Day and End Date fields will display.
      image-20240909-063228.pngImage Removed
      • set the duration of each payment cycle. Example: Yearly, Monthly.

      • For the Transaction Day, set what day of the month the recurring donation will be processed.

      • For the End Date, set the date when the recurring donation will be ended. If it is an open recurring donation then skip the field.

        image-20250221-023602.pngImage Added

  • For Gift Amount, input the amount the donor would like to donate.

  • For Gift Type, is an auto-populated field once a barcode is entered or a donor is searched and entered in the Search field.

...