This is a great tool to use if you have someone come into your office that wants to donate to your organization but isn’t comfortable using the online donation platform or if you have had someone donate offline but still want to record the transaction. You can learn how to charge their credit card manually or record the offline payment by following the steps below.
- Navigate to your Communal Manager Dashboard and on the left hand side under Donations select All Donations
- Next you will select Create New Donation in the top right hand corner
- Then input the donation amount
- You will the need to indicate if the donation is Personal or Corporate
A personal donation would be a donation coming from an individual to your organization
A Corporate donation would be a donation coming from a company to your organization
- Then input the donors contact information and mailing address
- Next select the Payment Method - Credit Card, Cheque, Cash, Debit, PayPal, Etransfer, PAD
If you have tax receipts enabled you will also need to indicate if you would like to send the donor a tax receipt.
Note: If you do not indicate you would like to send the donor a tax receipt when you create the manual donation you will not be able to do so later.
- Then press Submit and your donation has been recorded and/or charged