Online Documentation

Donations database

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Donations database

Overview

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

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


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