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:
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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:
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Preview & print
Print the donation receipt. -
Donation receipt
Email the donation receipt. A donation receipt is not sent automatically when you manually record a donation. You can customize the email message before sending it. -
Edit
Modify the donation details. -
Refund
Refund the donation. -
Delete
Delete the donation.
To record another donation for this contact, click the Record donation button.
For information on donations, see Managing donations.
