Entering and Maintaining Donations

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Entering and Maintaining Donations

Not surprisingly, given the name of this program, this is the activity you will perform most frequently. Of course, you always have to enter the basic information for a donor before you can enter donations for them. Assuming the donor has already been entered, first find them as explained under Finding a Donor. Any existing donations from this donor will be listed in the Donations area of the main window, in order by Date.


Entering New Donations Individually

Entering Multiple Donations for One Date

Editing a Donation

Deleting a Donation

Changing the Date of Donations

Handling Gifts In Kind

Handling Anonymous Donations

Recurring Donations

Using the Popup Calendar to Enter Dates


See Also: Editing Main Window Options for details on options relevant to editing donations.



This topic was last edited on Mar 23, 2023