Verifying offline donations in data entry

A participant has already entered in some offline donations and the cheques have been mailed to you.  You can verify these donations in the system through the relationships tab or in data entry if the donors would like a tax receipt.

Step 1 Click the Data Entry tab

Select the batch you will be updating with Registrants and/or Pledges

Step 2 Search the participant or select the participant

When searching an existing participant, search by Last Name.

Step 3 Select View Pledges

Step 4 S
elect the payment method received.

Click Save.

This will automatically verify the participants donation and receipt, if all required information has been input.

Tip: Donation status’ can be changed in the relationships tab as well.

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