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Splitting an Existing Donation and Payment Across Multiple Campaigns

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There can be times when a patron makes a donation and payment to a campaign. After the face, it is discovered the donation should be split across multiple campaigns. Follow the instructions below if this happens.

  1. Un-print the donation receipt if it has already been printed. For more information on un-printing donation receipts, click here.
  2. Open the Patron Record.

    For details on locating a Patron Record click here.

  3. Click the Order tab.
  4. Select the Order containing the donation to be changed.
  5. Click the Open button.

    The Order window opens.

  6. Click the Donation button.
  7. Highlight the donation to be removed.

  8. Click the Delete button.

    The donation will now be deleted and removed from the list.

  9. Click the New button.

    The Donation Detail window opens.

  10. Enter the donation campaign.
  11. Enter the price of the donation, adjusted to be split across multiple campaigns.
  12. Click the Save button to save the donation.
  13. Repeat Steps 9 to 12 as many times as needed to split the donation across multiple campaigns.
  14. Close the window.

    The payment previously made will be split across all of the donations entered.