Difference between revisions of "Track a Person's Donations"
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| − | To record a donation, open the [[People|PEOPLE]] category from the Main menu - or - by using the People icon [[File:People icon.gif|30px]] on the top of your screen. | + | To record a donation, open the [[People|'''PEOPLE''']] category from the Main menu - or - by using the People icon [[File:People icon.gif|30px]] on the top of your screen. |
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Latest revision as of 17:57, 9 July 2016
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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.
- Click on the "Add Donation" button.
- Enter the donation amount (number only), and the date.
- You may add a description of the donation such as: specific purpose, etc.
- Click "Thanked" if a thank you note has been sent to the donor.
- If your organization distributes donation receipts, you may upload a copy here for your records.
- Click "Save."
