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Add Donation Step 3

Modules>Fundraising>Donations>Add a Donation

Step 3: Review Information

Use the following steps to review the donation information. The following action icons allow you to add, edit or change lookup records in this wizard page:

Use the		edit icon to open an edit page for that field.
Use the		add icon to add a new record for that field.
Use the		look up icon to see a list of individuals, click the individual you want to return to the wizard. The fields are populated with the individual's information.

1. Fill in the Bill to Information for the Customer as described in the table below:

   Field	Required	Description
   Billing contact	Optional	Select a billing contact from the drop-down list if the contact is different from the Customer.
   Address	Required	Click the drop-down list to select an address. Click the edit button to edit the existing address. Click the add button to open the Individual Address window.
   Contact by	Optional	Click the drop-down list to select a communication preference.
   Source Code	Optional	Select the Source Code from the drop-down list.
   Media Code	Optional	Select the Media Code from the drop-down list.

2. Check the Line Items section for accuracy.
   • Click the delete icon beside an item to delete that item.
   • Click the edit icon to open the Edit Line Item page, where you can enter a new sale price and override reason.

     Note: If this donation comes with a shippable premium, you can ship that product to a customer other than the donor by going to the Edit Line Item page. Go to the Edit Line Item topic for more information.

   • Click the item link to see a picture and details about the fund.
   • Click the net credit link to open the Apply Credit window.
3. Click the Proceed > button to save your changes and go to Step 4: Payment. Click the Add Another Donation button to save your changes and return to Step 2: Donation Information. Click the Go Back button to return to Step 2: Donation Information.