* How can an administrator enter offline donations?
You wish to enter donations or pledges received offline by cash, check or credit card (via One at a Time method.) You will want to enter these donations in your system manually, so that your thermometers and financial reports will reflect all the monies raised and your participants will receive credit due.
NOTE: If you wish to enter checks or cash received for donations or pledges for existing orders made on your website, see this FAQ.
An administrator can enter off-line donations in one of two ways. Either One at a Time, or Process Bulk Donations to enter many pledges at once.
One at a Time
To administratively enter offline donations received by cash, check or credit card for your Pledge event, follow these steps...
Go to People -> Participants
Find the participant who the donation should be applied to and click Actions ->Enter Pledges. If these are general donations to your organization, find the participant called General Donation or similar and enter the donations in this manner, just as if it were a participant. If you want to apply donations to a team, find the team Captain and then click Actions -> Enter Pledges (Team Fundraising Page) and follow the same process below.
The Participant's donation form will open. Use this form to enter the offline donations that should be applied for this participant, noting any additional payment details with the Admin Options at the bottom.
Payment Type: Select the form of payment, Check, Cash, Credit Card, etc.
Payment Status: Incomplete/Complete (Select the order status for this pledge/donation. If you have a check in hand, select Complete.)
Payment Amount: Enter the amount received.
Payment Reference: Enter the payment details for this pledge/donation (check#, notes, authorization numbers, etc.)
Email Order Confirmations? Yes/No (Please select YES if you want to send Email Order Confirmation or NO if you do not want to send an email.) NOTE:This field will only show if you added an email address to the billing contact info.
Click 'Complete' to complete the donation.
Process Bulk Donations
Administrators can enter donations received off-line by cash or check only. Donations must be associated to a specific Participant / Group and are limited to basic information.
Go to Pledge->Process Bulk Donations
Select the # Donations you would like to process
Enter the following...
Donors First and Last Name
Payment Type (Check or Cash)
Payment Status (Complete or Incomplete)
Optional Notes - Notes will appear under the Payment Reference forthe order. They can be used to track check numbers or other useful information for administrators and will not be seen on the website.
Orders will be generated for each donation entered in this way and donors will be notified with a confirmation email when a donor email is included.