Adding and tagging
a new Donation to a New Donor
let’s say you are manually adding a new donor to Ka-Ching,
but they also have a donation you wish to tag to their profile.
You can absolutely kill two birds with one stone and do both at the same stage.
Step 1
Click on the Donor tab on the top sidebar.
Step 2
Click on the Create button on the top-left corner to create a new donor profile.
This will launch a Donor creation form. Please refer to the guide
here
to proceed.
Step 3
Once you have filled up the Donor details with the help of the referenced guide, click on the Save button on the top-left corner to generate the Donor profile.
Step 4
Do not exit the page after the Donor has been created. Click on the Donation tab in the banner of the form .
Step 4.5
It is accompanied with a heart icon
Step 5
This will launch a page with a tabular display. This display is helpful when managing recurring donors or those with multiple donations.
Step 6
Click on the Create button on the top-left side of the page to add a new donation for the donor.
This will launch the same donation form as shown earlier on in the guide. You may refer to here to learn how to proceed.