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 Campaign dashboard page, you may add offline purchases by selecting "Take a Payment" > "Pay by Check, Cash, or Other"

• 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.

• If you do not wish to send them the confirmation email with their receipt, un-select "Send Receipt."

• On your Campaign dashboard page you can click Take a Payment" > "Pay by Check, Cash, or Other to add a Pledge.
• Follow the same steps as above, but on the checkout screen, select "Add a Pledge."

• Then enter in the pledge details and "Save Contribution." This triggers the confirmation email, but with a link for them to pay the pledge at any time. 

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.