Add Offline Donations or Purchases

Offline donations can be added in the system for any fundraiser, and it can include the purchase of offers/tickets, as well as straight donation amounts.

You can add an offline donation for a contact from multiple locations:

• On the Contact record, go to Payments section, click Add button, and select the Add Offline Purchase option to bring up the fundraiser selection.
• Once you select which fundraiser you want to associate the offline donation with, you will be taken to the checkout page for that fundraiser where you can complete your transaction. Since you started with a Contact, the contact information on the checkout page will be locked in to that contact.

• On your Manage Fundraiser/Event page, go to Giving-> Transactions, click the Add offline payment.

• On the offline donation page, you can select the offers/tickets and any other donation amounts. Although the total will be calculated, you can override the total amount field to reflect the amount you want to capture from this contact as an offline payment amount.
• You can also capture any reference information like payment type, check or reference number, and payment date. The Payment Type drop down menu has Cash, Check, Paypal, Wire Transfer, Credit Card Offline options.

• And if you scroll further down on the Payment Type you can see further options such as In-Kind, Stock Donation, Donor Advised Fund, ACH Offline and Other. 

• If you check the box "Notify Contact", then the donor will be emailed when you create the offline donation, otherwise they will not get an email notification. If they get a notification, it will include the full confirmation information including ticket details and payment totals.
• On your Campaign dashboard page you can click Add Offline Purchase or Pledge to add offline purchases.

Need Additional Help?

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