---
title: Process a Donation
slug: dNx9-process-a-donation
description: Learn how to process stand-alone donations in our fundraising system with this step-by-step guide. From navigating to the donations section to selecting the transaction type, entering patron details, and specifying the donation date, we cover it all. Disc
docTags: 
createdAt: 2023-08-16T20:31:24.463Z
---

When you are processing a sale for an Event, Collection, Class, or Pass, you are able to tack on a donation. 

*Suggested Article*: [Add a donation to a purchase](docId:3bSoBUQJgUsMxFzZcUJYN)

However, there may be times when you'd like to record/process a stand-alone donation. This is great for recording checks or cash donations to ensure that your reporting gives a complete view of your fundraising totals.

To process a donation:

:::::WorkflowBlock
:::WorkflowBlockItem
Navigate to **Fundraising** --> **Donations**. 
:::

:::WorkflowBlockItem
Click **New Donation**.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/4iRe2S0Lb9Kv184MutBHw_screen-shot-2023-09-01-at-15746-pm.png)
:::

:::WorkflowBlockItem
Choose whether this is a **Credit** transaction or a **Cash** transaction from the tabs at the top. (If you have custom payment options set up, such as "Check", you will see a tab for **Other**.)

::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/PK5vndlspfwOpGetlan9S_screen-shot-2023-09-01-at-24138-pm.png" size="42" width="358" height="586" position="center" darkWidth="358" darkHeight="586" showCaption="false"}
:::

::::WorkflowBlockItem
Enter the donation amount and fill out the patron details.

:::hint{type="success"}
If the patron is already in your Ludus patron database, you can autofill all their information by looking them up in the search bar.

::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/mvyQznaYkOXgz19Y_5wyE_screen-shot-2023-09-01-at-25033-pm.png" size="76" width="358" height="119" position="center" darkWidth="358" darkHeight="119" showCaption="false"}
:::
::::

::::WorkflowBlockItem
If you have donation categories set up, you can choose one from the drop-down menu. Then, insert a memo (optional). 

:::hint{type="info"}
For non-credit payment options, you can enter the date the donation was made. This helps ensure your reporting reflects the date the donation was actually made, Not the date you entered the donation into the system. Leave this section blank to use the current date.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/yKRGsyqwe1YN_yRMCWYuG_screen-shot-2023-09-01-at-25444-pm.png)
:::
::::

:::WorkflowBlockItem
De-select the checkbox if you would not like to send a confirmation email to the patron entered above.
:::

:::WorkflowBlockItem
For credit transactions, click ** Proceed to payment details** and collect payment.
:::

:::WorkflowBlockItem
Click **Collect** to finish.
:::
:::::