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 of the donation, plus payment details for online payments or any internal notes recorded by the administrator.
Donation receipt number.
How the donation payment was made. See Payment tenders.
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.
Modify the donation details.
Refund the donation.
Delete the donation.
To record another donation for this contact, click the Record donation button.
For information on donations, see Managing donations.