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Donation records

Within a contact's record, you can view a history of all donations made by the client. To view a list of all donations made by a particular contact, go to their contact record and click the Donations tab.

For each donation, the following information is displayed:

Column

Description

Date

Date of the donation, plus payment details for online payments or any internal notes recorded by the administrator.

Number

Donation receipt number.

Tender

How the donation payment was made. See Payment tenders.

Amount

The amount of the donation.

To view the details of a particular donation, click it within the list.

Within the donation details screen, the following options are available:

Option

Description

Preview & print

Print the donation receipt.

Email

Email the donation receipt. A donation receipt is not send automatically when you manually record a donation. You can customize the email message before sending it.

Edit

Modify the donation details. See Managing donations for more information on modifying donations.

Refund

Refund the donation. See Managing donations for more information on refunding donations.

Delete

Delete the donation. See Managing donations for more information on deleting donations.

To record another donation for this contact, click the Record donation button.

For information on displaying donations for all contacts, see Managing donations.

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