Donations

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• Create a donation

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Create a donation

• Navigate to the Donations page in the Donations section of the main menu
• Select +New from the toolbar to open the Create Donation form
• Fill in the various fields in the boxes of the Summary tab

Donation Information

Fields	Description
Send receipt to	This field determines whether the donation receipt will be sent to a contact or an account.
Contact/Account	The contact or account card to which the donation is linked
Donation campaign	Campaign the donation is related to
Date of donation	Auto-generated field that indicates the date and time the donation was made
Amount received	To be specified
Benefit value	To be specified
Donation amount	To be specified
Without tax	Indicates whether taxes apply to the donation. The default is No.
Product	Product under which the donation amount will be synchronized

Donor information

Fields	Description
Name	Donor Name
Email	Donor Email Address
Telephone	Donor Phone Number
Street	Donor's residential address
City	City of residence of the donor
province	Province of residence of donor
Country	Country of residence of the donor
ZIP code	Donor postcode

Note

Specify

Payment

Fields	Description
Prepaid	Indicates if you have already received payment for this donation
Payment amount	The amount of payment received for the donation
Payment method	Allows you to select the payment method
Payment Details	This field is related to the payment method and can be mandatory. It includes, for example, a confirmation number in the case of payment by credit card or the check number in the case of payment by check.

Notice of donation

Fields	Description
Block sending invoice email	Do not automatically send the invoice email
Notice note	To be specified

Pairing

Fields	Description
No match	To be specified
Partial match	To be specified
Full game	To be specified
Multiple match	To be specified
Error	To be specified

• Select Save to validate the creation of the donation

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note

Still unsure? Contact us - support@vendere.ca