Learn how to add a donation to Neon CRM. This help guide will cover adding donations and viewing donation details.
Recommended Reading Before You Start
Content
Instructions
Add a Donation
1. Select the Quick Add button, then New Donation.
2. Fill out the required fields and any additional information. When finished, select Continue.
A. |
Essentials |
Donor, Amount, and Date are the only required fields on this page. |
B. |
Allocation |
Allocate where funds should go and for what purpose. |
C. |
Tax Deductible Information |
Specify a Non-Deductible Amount and Description or modify the default amount/description previously set at the Campaign level, if applicable. |
D. |
Donor Information |
Specify the anonymity of the donor. |
E. |
Source |
Identify where the donation was sourced. |
F. |
Tribute Information |
Add Acknowledgement and Tribute name. |
G. |
Note |
Add a note to this page. |
3. View summary of information, select Acknowledgement, or select Edit or Add Items to change information.
The two check boxes under Acknowledgement allow you to send an acknowledgement email and/or generate a thank you letter.
- Select Email to send the Donation Appreciation system email, provided that an email address is available for the donor.
- Select Mail Merge if a physical address is present to send a hard copy letter. This will add the donation to the mail merge reminder list.
Determine the default behavior for these two check boxes with System Email & Letter Defaults.
Note: If you have designated a Fundraiser for this donation, you will see a third checkbox option on this page that allows you to send them a fundraiser donation notification email.
4. Add Payment Tender, Payment Details, and Payment Notes. When finished, select Save Payment.
5. View Donation Summary and add or change information as needed. You can also add a note to this page.
View Existing Donations
1. Select the Accounts, then Accounts.
2. Select Account Name.
3. From the left menu, select Donations, then Select Donation Amount.
4. View Donation Summary and add or change information as needed. You can also add a note to this page.