The Donation history screen displays all past donations, including recurrences, made by the patron (person or organization). To access this screen lookup the person or organization, then click Donation History on the sub menu.
Details included are:
- Date of Donation
- Amount of Donation or recurrence
- Membership level (this is a clickable link inside which you can edit membership details)
- Expires - date of membership expiration
- Fund - fund into which the donation was recorded
- Appeal - appeal recorded on the donation
- Donation Type
- Anonymous - if the donation was flagged as anonymous during input (see anonymous check box during donation entry)
- Notes
- Recurring - a YES will appear in this field if the donation is recurring (this is a clickable link inside which you can stop or edit details of the recurrence)
- Edit (this clickable link opens up the donation row on the grid for you to make changes if needed)