Recording cash and check donations
Some families will send cash or a check to school. Recording them keeps every total right: the student's goal, their class and grade, the event's total and rewards. Recording offline gifts is included in every plan.
Recording a gift
- In the event's menu, choose Donations, then Record Cash or Check.
- Choose the Participant the gift is for, or General donation to the event.
- Enter the Amount and choose Cash or Check.
- Optionally add the Donor name, Donor email and a Message to show with the donation. Tick Show the donor as Anonymous if they'd prefer.
- Use Staff notes for anything just for your team, such as the check number.
- Choose Record Donation.
The gift counts straight away and shows on the page with the online ones.
Good to know
- Cash and check donations have no fees.
- No receipt email is sent, since the money didn't come through us. If a donor needs a receipt, your organization provides it.
- Made a mistake? Open the donation from the Donations list (choose its date) and choose Delete: a cash or check donation is removed, and the totals are recalculated. Then record it again.
Tip: Collect envelopes in class with the student's name and the amount on the front. One volunteer can then record a whole stack in a few minutes.