Donation and Payment Entry
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This is the best way to approach Donation Entry if you have several donations to enter.
Searching
Fill in these fields to find parties/donation:
- Name – Must be someone with a record in Compass
- Roll Number/Bond Number/Member Code, etc. – In most cases, you won’t know these, but you could make refine your search easier if included.
- Reference ID – (Compass’ unique identifier)
- Donation Group – If you would like to add a payment to a Donation that already exists in Compass, enter its Donation Group ID.
- You might use this number if you receive an installment payment for a pledge that has been previously created.
Page Options
When the donor populates you can do the following:
- Go straight to the individual record by clicking “View”. You can add a donation to the record via the individual’s Fundraising Donations Tab.
- Update the primary address, phone number, or email address of the donor from this screen by hitting “Edit” on any of the areas shown.
- Add a donation to the individual record by clicking “New Donation”.
- Add a payment to existing donation if one exists on their record