Organizations that are subscribed to the Essentials or Advanced plan have the ability to account for offline donations on the platform through the "Offline Donations" section on their dashboard. You access this area by selecting "Reports" > "Offline Donations."
To add an offline donation, select "Add offline donation" or select the + icon on the dashboard next to "Offline donations."
When adding an offline donation, you will be able to enter key information such as the donors name, email address, the source (ie. cash, check, corporate, match, etc.), and notes about the donation. The information provided will be viewable in the downloaded offline donations report.
The External Tracking Id is an optional value that can be provided to assist in reconciling and tracking your offline donations with other internal systems. This can be a string of any characters or text and will be included on your offline donation reporting. Text limit is 255 characters.
If there are multiple offline donations you would like to import, you can do so through the Advanced Plan. You learn how to import offline donations here.
At the top of your Offline Donations Report, you can search for a particular offline donation by Date, Campaign Type, or Donor Name.
Once you have entered an offline donation, you cannot go back and edit the donation. If you need to make any changes to an offline donation, you will need to delete the offline donation and create a new one.
To delete an offline donation, select the tool icon next to the corresponding donation:
As well, you can import offline donations from other sources via CSV.
If you would like review more detailed information on these donations, click the download icon to export this information into an excel sheet.