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Recording Donations One-at-a-time
Recording Donations One-at-a-time
Recording Donations One-at-a-time
Go do Development >
Contact
s and search for the contact for whom you would like to record a donation.
Under the “
Donation
” column, click “New.”
- If you are recording a
Pledge Payment
against an existing pledge/matching donation, select an open pledge/matching donation from the first dropdown. It should automatically populate the next due amount.
- If you are recording a payment for another
Contact
's existing Pledge
Donation
, use the dropdown above Payment for Relation
Donation
From field and select the donation. Then select the
Contact
indicator from the Payment for Relation
Donation
From dropdown. Note: a
Contact
can only pay another
Contact
's donation if both
Contact
s are associated through
Contact Relationship
. Note: This feature is particularly useful when a Trust or a Foundation is making a payment against another
Contact
's pledge/matching
Donation
. - To create a gift, select the
New Gift
option from the dropdown and enter the gift amount.
- To create a pledge, select the
Total Pledge Amount
radio button and enter the total amount that the donor has pledged.
- To create a recurring pledge, select the
Recurring Pledge Amount
radio button and enter the recurring pledge amount that the donor will be charged each time as designated by the payment frequency in the next step.
- Enter donation details.
- Select an
Event
if this donation came as a result of an event such as a fundraiser.
- Select an
Ask
if this donation came as a result of an existing ask in the system.
- Select any
Donation
Attribute
(s)
that this donation should be linked to such as an appeal or an event ticket. Click Next.
- For a non-recurring pledge, in the
Schedule Configuration
screen, use the
Daily,
Weekly
, or
Monthly
tabs to establish the frequency of the scheduled payments. Click Next. In the Schedule screen, make any manual adjustments to the due date and due amounts for one-time pledges. Click Next.
- For a recurring pledge, enter the starting date and frequency to determine when and how often the donor will be charged the recurring pledge amount.
- Allocate the donation amount to a campaign and fund. The total sum of allocation amounts should match the donation amount. Click Next.
- Select a payment method. The selected payment method serves as a default payment method for future pledge payments if you are recording a new Pledge or Matching donation. There are several payment options:
a.) if your school enabled Customer Payment Profile and the selected donor already has any saved Customer Payment Profiles on file, you can choose one of them to process the payment via credit card or echeck. A saved payment profile will be indicated by “Credit Card ending in…” or “Echeck ending in…” description;
b.) if your school enabled Customer Payment Profile, you can process the payment via credit card or echeck by selecting “New Echeck … “ or “New Credit Card …” options.
c.) if you do not wish to process the payment and want to record that it was already received, you can select one of custom-defined payment method types (such as Check or Cash)
- Click Finish
You will now be directed to the
Donation
Dashboard which will provide a snapshot of the new donation.
See also
Contact Relationship
Attribute
Campaign
Donation
Contact
Fund
Ask
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.