Add a Historical Donation

Written by Nick Miles

Last published at: March 8th, 2019

To add a historical donation:

  1. Navigate to Donors from the Home page.
  2. In the Profiles window, select the ID of the desired profile.
  3. In the Profile Is section of the Profile record, click Donor.
    • This will display the Donor Record for the associated profile.
  4. Click Historical Donation from the left-side menu.
  5. Complete the fields within the Add Historical Donation window:
    • TransID (transaction ID)
    • *Donation Date
    • *Amount
    • Description
    • Need Thankyou
      • Box Checked - the historical donation record will be added to a list of Unsent Thank Yous within the Donations page.
    • Non-Cash Donation
      • Box Checked - indicates that the historical donation was a non-cash donation (for reporting purposes).
    • *Destination Fund
  6. Click Create.
    • The historical donation will be listed as Historical (status) within the Undeposited and Recent Donations window.