Box Office Selling

Process a Donation

1min

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

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

To process a donation:

1

Navigate to Fundraising --> Donations.

2

Click New Donation.

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3

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.)

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4

Insert the donation amount and fill out the details for the patron.

If the patron is already in your Ludus patron database, you can autofill all their information by looking them up in the search bar.

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5

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

For non-credit payment options, you are able to enter the date the donation was made This helps you ensure that your reporting reflects the date that the donation was actually made. Not the date you entered the donation into the system. Leave this section blank to use the current date.

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6

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

7

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

8

Click Collect to finish.