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Posting: Online Donations

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Posting: Online Donations 

The following article explains how to post donations made online.

 

 AClick on "Online Giving"

 

 BClick on "Process Gift"

 

CThis is the name of the donor that has given a donation

DClick on the search box

     -type in the donors name to see if they are a user

EClick on "Go"

 

F: Cross check the donors name to the user's name 

Fa: If the donor is NOT a user then click "Create New Donor Record"

 

G: If the Donor IS a user then click on "Select" next to the user's name

 

HCross check again that the donors name and the user's name match 

I: Click on "Import Donation to this Record" 

 

J: The donation amount has been posted successfully

 

Please see the "Posting: Planned Giving" article for how to post planned giving.

https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=40&back=1

Please see the "Posting: One Time Gift" article for how to post a gift.

https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=39&back=1

Please see the "Posting: Pledged Giving" article for how to post pledge giving.

https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=41&back=1

    

 


All articles in the Knowledge Base have been submitted by one of our users, from one of our member schools (colleges / universities).  
If you would like to become a Knowledge Base contributor please contact us through the Help Desk and let us know of your interest.

 

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