Donation Payment
Entering an existing Donation Payment
There are two ways to enter a payment on an existing pledge.
First
Left-hand Navigation: Fundraising » Fundraising Functions » Donation and Payment Entry
Find donor via one of the options at the top of the screen. Once their information populates, if they have an open donation a payment can be applied to, it will show under "Donations".
Click on the "Add Payment" button on the right and apply the payment accordingly.
OR
Second
- Search for individual (Individual Search » Fundraising Tab » Donations)
- Click into the Donation that payment should be applied to
- Add the payment (Desired Donation » View Transactions » Add Payment)
- Fill out these fields:
- Processor - OmegaFi/Client (Who will physically process the gift)
- Received On – Defaults to today’s date but Compass allows you to change this date based on what your org. refers to as “received on”. This can be the donation date, when the check was opened, etc.
- Payment Batch – Defaults to the most recently opened batch. Picklist will include all open batches.
- Amount – This will default to the amount entered on step 1 in the "Legal Amount" field.
- Quid Pro Quo Amount – Value of Goods or services received.
- Payment Method – Compass offers several payment options here.
- Thank You Letter – Will populate letter you picked in step 1, unless you didn’t select one during that step. You can change this letter if needed. The "Thank You" is generated from this payment screen, so whatever letter is entered here will generate in the Print Queue.
- Transaction Notes – Fill in any notes you would like about the payment.