How to Schedule a New Donation on Behalf of a Donor

Deborah Adams -

Search for the donor under the Donor tab. Then click to highlight their name and click on View Transactions.

mceclip0.png

 

On the next page click on Add E-Donation.

mceclip1.png

 

Choose their designation, then click on Donate to This, and then click on Continue.

mceclip2.png

 

On the next page you can select the payment account, amount of the donation, date of next gift, frequency, and add any additional comments. Then click on Submit at the bottom of the page.

 

 mceclip4.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk