Managing Donations for a Contact

Each contact has a section on their contact card listing all their donations, which links to the full details of each donation.

Donations tab

Donations tab looks like this:

It includes:

• Toolbar function to Record new donations.
• List of all donations for the contact

Donation details

After you click on one of the donations you will see the following information for the donation.

• Amount
• Date
• Donation Number
• Tender - This indicates the type of payment that was used. Some options are Cash, Wire Transfer, PayPal, Credit Card, and Special Discount
• Comments for payer - This is a field where an administrator can add a note that will be visible to the contact when they view the payment from their profile
• Donation Details - Address information
• Internal Notes - For any internal records your would like to keep about this donation

Refunding Donations

Donations can be edited by an administrator or they can be refunded. Recording a refund through Wild Apricot doesn't actually return the donation to the donor, it only makes a record of it in the system. To return an online refund, you need to do it from your payment gateway. For more information, see Issuing Refunds.

See Also

• Edit and delete a donation
• Issuing Refunds