Add a New CC or ACH Funded Gift

  1. Open “Contributions”.
  2. From the “Transactions” tab, click the “Menu/Search” bar on the left and then click on “Add a Contribution”.
  3. Search for and select the donor. If they are not in the system, click the small disk icon and add a record for them first.
  4. Make sure an “Online” type gift is selected. Remember, this will actually result in a “live funded” gift against the donor’s credit card or checking account.
  5. If the donor’s desired payment method is already on file, select it. If not, click the small disk icon and add their CC or Checking info first.
  6. Add their campaign designations and amounts, verify the total, and click Submit.

Other Resources Related to the Transactions View in Contributions

Reverse an Offline Gift Entry

Resend a Contributions Receipt

Edit the Designation in an Existing Gift

Refund a Credit Card or ACH Gift

Modified on Thu, 28 Sep 2023 at 10:31 PM

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