Donations database

Overview

Here are some key points to keep in mind when you start working with your donation database:

• Wild Apricot keeps a record of each donation submitted online (See Online donation form) or recorded manually (See Manually record a donation)
• If the same donor makes multiple donations separately these are all recorded as separate donations
• Just like any payment a donation can be edited, refunded or deleted, see Adjust or Cancel Payment or Refund
• Donor receives both a donation confirmation email and a donation receipt
• Donation receipt can be printed or re-emailed at any time, see Resend or Print Invoices and Receipts
• It is not possible to import historical donation data

Donation list is accessed from Donations tab:

Donation Actions

• Record Donation: to manually record a donation (See Manually record a donation)
• Export: Export the currently shown donation list to an excel file
• Donations Report: This is the payments report filtered by donations, See Financial Reports

Donation List

• Date: Date of donation and also shows any internal notes (e.g. cheque #) recorded by the admin
• Number: The donation receipt number
• Donor: Donor's name and email
• Tender: How donation payment was made, see Payment tenders

Filtering and Searching Donations

Donations can be filtered by:

• All - shows all completed donations
• Online Payment - completed online
• Attention Required - donations that were likely / probably abandoned; these abandoned donations can can be deleted directly from this screen.
• In progress - online donations not yet completed, see Reconciling transactions and invoices
• Refunded - Only donations that were fully refunded
• Tender - Filter by Payment tenders

• Keyword Search - Start typing in the search box to filter only donations matching the typed word(s)
  

Donors List

• List of contacts with at least one donation
• Accessed from Donations -> Donors, or by filtering the Contacts list by "with donations": (See Contact database)

• You can use keyword search to search for specific donors, and email / export the filtered donors only.
  

See also

• Financial Reports
• Resend or Print Invoices and Receipts