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How to record a donation

Submitted by admin on 3 July, 2006 - 07:15.
This is an IHEU internal step-by-step procedure for common database tasks. If you find an error in this procedure, please report it using the contact us system.

  1. Select and view a contact using Simple search or Advanced search
    Note: The contact must be created before a donation can be recorded for that contact.
  2. Click the Contributions tab at the top of the contact details
  3. Click the link to enter a new Contribution
  4. A form appears. Complete the form, especially:
    • Contribution type (normally Donation)
    • Date received
    • Paid by (payment method)
    • Total amount (actually received)
  5. Click Save and check for errors
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