1. From the Create menu
2. Then under People/Financial navigation bar, click Donation.
The Select Contact pop-up displays…
3. Type at least 3 characters to begin searching for the name of Contact.
4. Select the name of the Contact you want to add the donation.
5. Click Continue button to open the Add Donation page
6. On the Add Donation page > General Info, do the following:
a. Select the Account.
b. Choose a Donation Type, (to add Donation Types: Administration menu > General Lookups > Donation Types)
c. Enter the Donation Date
d. Enter the Amount of the donation.
7. Payment Option: will it be Single / Installment
a. For Single Option:
Click on the Save button.
b. For Installment Option, do the following:
Enter # of Installments
Payment Frequency, you can choose: Weekly/ Monthly/ Quarterly/ Annually
Input dates in the On: and Starting:
Click the Save button.
8. If you want to pay the donation, click on the Make Payment link above.
The Add Payment page displays.