Posting: Online Donations

Posting: Online Donations 

The following article explains how to post donations made online.

 

 A: Click on "Online Giving"

 

 B: Click on "Process Gift"

 

C: This is the name of the donor that has given a donation

D: Click on the search box

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

E: Click 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

 

H: Cross 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

    

 


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