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Donations Tab

Parts of the Donations Tab

There are some actions you can do to one or more donations from the context menu that are not available on the toolbar:

Add a payment to the donation, if it is not fully paid
Set the program name on multiple donations if they all belong to the same patron
Set the donation receipt type
Make it a recurring donation
Use the Donor search analytics features
View the Patron record

Status	Icon based indicators on the various aspects of the donation.
Order #	The order number is a reference number for the order.
Prog Yr	Program Year.
Use	Indicates the source detailing hose the donation was received.
First / Last & Company Name	Name of the patron making the donation.
Campaign Name	Name of the campaign the donation was applied to.
Fiscal Year	The accounting Fiscal Year the donation was made.
Donation Date	Date the donation was made.
Pledge Amount	The amount the patron pledged to this donation.
Actual Amount	The actual amount the patron has confirmed they will donate towards their original pledged amount.
Giving Level	What level of giving the donation is at.
Balance	Outstanding balance of the pledged amount remaining to the paid.
Total Receipted	The amount of the donation that has been issued paayment/receipts.
Soft Credit	The total amount of Soft Credits that have been applied to the donation.
Program Name	How the patron would like to be recognized on the program.

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