You can add a donation on behalf of a donor, for example, when accepting the debit or credit card details over the phone or a walk-in congregant.
How to donate on behalf of a donor if you need to process a payment:
- Click People > Members > Offline Transaction.
- Select a transaction type, and a campus.
- From the Payment Method list, select Cash or Check.
- In the Amounts area, type in the gift amount (or distribute it if there are multiple funds).
- Click Submit Transaction.
How to donate on behalf of a donor if you don't need to process a payment:
- Click People > Members.
- Select a member.
- Click Offline Transaction.
- Select a transaction type and a campus.
- From the Payment Method list, select Direct Debit or Credit Card.
- Select a payment profile.
- In the Amounts area, type in the gift amount (or distribute it if there are multiple funds).
- Click Submit Transaction.
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