There are multiple ways to record a donation in HV. One way is going to an individual's profile and recording the donation. The second way to record in through the fundraising campaign page.
1. Let’s start by recording a donation from an individual’s profile. Start by searching the donor’s name in the top left corner:
Next, select the Pay tab, then click on ‘New Donation’ button
The known information from the person’s profile will be auto-populated. You can then fill out or edit any additional fields.
Then once you have completed the known fields, as an admin, you can choose how what type of payment you would like to record: (credit card, check, cash, other)
Once you have selected the payment method, you will be able to record the details and then click ‘submit’.
Once the donation has successfully been submitted, you will be shown the donation details, where you can Prepare a Receipt by selecting this button at the bottom.
You will then be presented with an email message, which you can compose a new Thank You message or select a saved email template. Select the template email “Thank You for Your Donation” and click send.
You will then see the message has been successfully sent and recorded on the person’s profile.
2. The second way to record in through the fundraising campaign page:
We can record a donation from the fundraising campaign page. Click on the ‘Donate Now’ button in the top right corner, or go to admin → settings → fundraising campaigns and select view on the desired campaign.
You will see a blank form. If the donor/person is already in the system, as an admin you can search for them. If they are not in the system then you can fill in the fields and our system will create their profile once the donation is successfully recorded.
Here we are searching for Walter Mitty and select his profile for the donation. We can then fill in the amount and any other fields necessary.
We are now choosing to pay via credit card and it prompts me to fill in the card information
Once the donation has successfully been submitted, you will be shown the donations details (like previously), where you can Prepare a Receipt by selecting this button at the bottom.
If the person who makes a donation is not registered on the system, name and surname are mandatory fields, please fulfill the data and proceed to make the donation.