Manage Offline Donations

Managing Supporters: Manage Offline Donations

1. This tutorial will cover how to manage offline donations for projects within Fundly Enterprise.
2. Start by editing the project for which you wish to manage offline donations, and from the drop down next to Publish/Unpublish, in the upper right corner, select Offline Donations.
3. This will show you all currently entered offline donations for this project.
4. To enter a new offline donation, click on the Add New Donation button in the top left.
5. In the resulting dialogue, start by indicating the Team and Individual, if any, to be credited for this donation.
6. Next, specify the date of the donation with the Donation Date field.
7. If this donation was made by an individual, use the First and Last Name fields, and the Organization Name field if it was an organization that made the donation.
8. Use the Email and Phone fields to indicate how to contact the donor.
9. Use the Payment Mode field to indicate how the donor made their offline donation, and the Reference Number field to indicate any reference information available for the transaction.
10. Next, indicate the size of the donation using the Amount field.
11. If you desire to indicate a dedication for this donation, or additional details, click on the More button at the bottom of the dialogue.
12. This will expand the dialogue to allow you to indicate the nature of the dedication, and to whom the dedication is to be made.
13. If you wish the donation to be considered anonymous, please mark the “Is this Donation anonymous” check-mark.
14. Lastly, if you wish to enter the donor’s address, using the provided address search field to find and select the correct address.
15. When you have finished entering information for this donation, click on Save & Add New to continue entering donations, or Save & Close if complete.
16. To edit an existing offline donation, click on the Edit button to the right of that entry.
17. To void out a donation, click on the Void (circular arrow) button to the right of that entry.