Can I enter a donation given by a patron as the check date rather than the date received? - Sat - Oct 1, 2022 - 7:45am

Natalie Bush

Oct 2022 ⚬ 0 Comments Donations

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Donations given by patrons can be recorded on a patron record after the donation has been given. 




To backdate donations given by a customer, do the following:



1. On the left-hand Menu, head to Patron Database > Search and Mass Mail.
2. Enter the patron's last name and click Search Customers. 
3. Select their customer ID to view their patron record.
4. Click the green Process Transaction button and choose Backdate Donation.
   
   

   

   
   
   
5. Select the date and time the donation was made. Click Continue.
6. You'll be taken to a list of your fundraising campaigns. Choose the desired campaign for which to allocate the donation.
7. Enter the amount of the donation. The customer information will already populate on the checkout page.





 
The patrons' Giving Summary will update to reflect the donation received:

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