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Add Donation Step 4

Modules>Fundraising>Donations>Add a Donation

Step 4: Payment

Use the following steps to enter payment information for a donation:

1. Verify and edit the information in the Invoice/Order Information section. Verify the name, total, credit applied, payment, and balance due. Edit the fields described in the table below:

   Field Name	Required	Description
   confirmation: send by email	Optional	Click this check box to send the order confirmation by email.
   confirmation: send by fax	Optional	Click this check box to send the order confirmation by fax.
   bcc confirmation email	Optional	Enter the email address you would like to blind cc on the invoice confirmation email.
   auto distribute payment?	Optional	TBD
   group items	Optional	TBD
   description	Required	Invoice group description

2. Edit the fields in the Invoice and Payment Information section as described in the table below. Depending on the type that you choose, you may see some or all of the fields listed in the table below.

   Field Name	Required	Description
   batch: make default?
   batch: drop down	Required	Select an existing batch form the drop-down list or add a new batch by clicking the add icon.
   po number	Optional	Enter a po number. Enter up to 50 characters, numbers or letters.
   type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
   transaction date	Required	Enter or select a date for the transaction.
   payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
   # of installments	Required	Enter the number of installments necessary to complete the payment.
   frequency	Required	Select the frequency of the payment installments.
   proforma?	Optional	Click this check box if the payment is proforma.
   invoice terms	Required	Select the invoice terms from the drop-down list.
   first payment date	Optional	Enter or select the first payment date for installment payments. To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future.
   notes	Optional	Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.

3. Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

   Payment Method	Field Name	Required	Description
   cash	reference number	Optional	Enter an optional tracking number for cash payments.
   check / TeleCheck	name on check	Required	Enter the full name on the check.
   check / TeleCheck	check number	Required	Enter the number on the check.
   TeleCheck	account number	Required	Enter the checking account number.
   TeleCheck	routing number	Required	Enter the nine-digit routing number.
   credit	cardholder's name	Required	Enter the full name on the card.
   credit	card number	Required	Enter the full credit card number.
   credit	expiration date	Required	Select an expiration date.
   credit	CVV	Optional	Enter the credit card security code from the back of the card.
   credit / TeleCheck	cc/check street address	Optional	Check the existing address.
   credit / TeleCheck	cc/check city	Optional	Check the existing city.
   credit	cc/check state & zipcode	Optional	Check the existing city and zipcode.
   TeleCheck	cc/check zipcode	Optional	Check the existing zipcode.
   TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
   TeleCheck	social security number	Optional	Enter the check holder's social security number.
   credit / TeleCheck	cc/check email	Optional	Check the existing email address.

4. Click the Confirm button to save your changes and go to the donor's Constituent Profile. Click the Go Back to Review button to go back to Step 3: Review without saving your changes.