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:
- Date
Date of the donation, plus payment details for online payments or any internal notes recorded by the administrator. - Number
Donation receipt number. - Payment type
How the donation payment was made. See Payment types. - 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:
- 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.
