Tagging a new
Donation to an Existing Donor
To add a donation for an existing donor, there are TWO ways.
Click here
Click here
Click here
First Way
Step 1
Click on the Donation tab on the top sidebar.
Step 2
Once the page has loaded, click on ‘Create’ in the top left corner.
Step 3
A Donation Creation form such as the one shown will be loaded.
Second Way
Step 1
Click on the Donor tab on the top sidebar.
Step 2
Click on the donor you wish to create the donation record for.
Step 3
The following pop-up will launch, showing the donor details.
Step 4
You will notice the following banner on the donor profile card.
Step 5
Click on the Donations tab on the banner. It will be accompanied with a heart icon.
Step 6
This will launch a page with a tabular display. This display is helpful when managing recurring donors or those with multiple donations.
Step 7
Click on the Create button on the top-left side of the page to add a new donation for the donor.
Additional Information
Donation Details
Click the button to find out more about the information needed to fill up in the donation details!