Track a Person's Donations

Keep track of a person's donations by adding the information into BARRK! Save the amount, upload a receipt and even send a Thank You note.

To record a donation, open the PEOPLE category from the Main menu - or - by using the People icon on the top of your screen.

• Click on person's name.
  
• Select the "Donations" tab of the details box.
  

1. Click on the "Add Donation" button.
2. Enter the donation amount (number only), and the date.
3. You may add a description of the donation such as: specific purpose, etc.
4. Click "Thanked" if a thank you note has been sent to the donor.
5. If your organization distributes donation receipts, you may upload a copy here for your records.
6. Click "Save."

Guidelines to perform the main functions in the PEOPLE category

• Add a Person
• Convert a Foster to an Adopter
• Edit, Delete, or Add a Comment to a Person
• Upload Documents for a Person
• Track a Person's Donations
• Advanced Filtering for People