{"id":1342,"date":"2020-01-13T14:18:45","date_gmt":"2020-01-13T19:18:45","guid":{"rendered":"http:\/\/charityhelp.canadahelps.org\/?post_type=ht_kb&#038;p=1342"},"modified":"2023-03-08T15:59:48","modified_gmt":"2023-03-08T20:59:48","slug":"add-a-contribution","status":"publish","type":"ht_kb","link":"https:\/\/charityhelp.canadahelps.org\/en\/articles\/add-a-contribution\/","title":{"rendered":"Add a single offline contribution"},"content":{"rendered":"<div style=\"width: 640px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-1342-1\" width=\"640\" height=\"360\" poster=\"http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/gif1-1.gif\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/Contribution_add_2.mp4?_=1\" \/><a href=\"http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/Contribution_add_2.mp4\">http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/Contribution_add_2.mp4<\/a><\/video><\/div>\n<hr \/>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">From the <\/span><b>contributions<\/b><span style=\"font-weight: 400;\"> screen, select the blue <\/span><b>+Add Contribution <\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">button.<\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You will be required to enter the contribution details in the <\/span><b>new contribution<\/b><span style=\"font-weight: 400;\"> screen that appears.<br \/>\n<\/span><br \/>\n2.A) The following fields are required;<\/li>\n<\/ol>\n<p style=\"padding-left: 60px;\"><strong>Contact<br \/>\nPayment method<br \/>\nTotal amount<br \/>\nDate received<br \/>\n<\/strong><span style=\"font-weight: 400;\"><strong>Fund<\/strong><br \/>\n<\/span><\/p>\n<p style=\"padding-left: 60px;\"><span style=\"font-weight: 400;\">Most fields will feature a drop-down menu from which an item can be picked, with a few exceptions;\u00a0\u00a0<\/span><\/p>\n<p style=\"padding-left: 60px;\"><span style=\"font-weight: 400;\">2.B) Existing <\/span><b>contacts<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> can be found by typing the name or email.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1358 size-full\" src=\"http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/gif1-1-1.gif\" alt=\"\" width=\"1028\" height=\"579\" \/><\/p>\n<p style=\"padding-left: 60px;\"><span style=\"font-weight: 400;\">2.C) New contacts can be created by clicking the appropriate contact type<\/span><\/p>\n<p style=\"padding-left: 60px;\"><span style=\"font-weight: 400;\">2.D) Only the first name and last name are required fields, although a full address is required if a receipt is to be issued. The postal address can be added at a later time, from the contact\u2019s detail page.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1369 size-full\" src=\"http:\/\/charityhelp.canadahelps.org\/wp-content\/uploads\/2020\/01\/gif1-2.gif\" alt=\"\" width=\"1063\" height=\"598\" \/><\/p>\n<p style=\"padding-left: 60px;\"><span style=\"font-weight: 400;\">2.E) The <\/span><b>date received <\/b><span style=\"font-weight: 400;\">fields will default to the current date and time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">3. Once all the contribution details are in, scroll down to the bottom of the page to save. There are two options to save and one to cancel :\u00a0<\/span><\/p>\n<p style=\"padding-left: 30px;\"><span style=\"font-weight: 400;\">3.A) Save &#8211; Which will save the contribution and redirect to the donor\u2019s contribution details page<br \/>\n<\/span><span style=\"font-weight: 400;\">3.B) Save and new &#8211; Which will save the contribution and redirect to a blank <\/span><b>new contribution <\/b><span style=\"font-weight: 400;\">page.<br \/>\n<\/span><span style=\"font-weight: 400;\">3.C) Cancel &#8211; You may also opt to Cancel the entry, which will redirect back to the contributions screen.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>From the contributions screen, select the blue +Add Contribution button. You will be required to enter the contribution details in the new contribution screen that appears. 2.A) The following fields are required; Contact Payment method Total amount Date received Fund Most fields will feature a drop-down menu from which an item can be picked, with [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add a single offline contribution - CanadaHelps.org - Help for Charities<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/charityhelp.canadahelps.org\/en\/articles\/add-a-contribution\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add a single offline contribution - CanadaHelps.org - Help for Charities\" \/>\n<meta property=\"og:description\" content=\"From the contributions screen, select the blue +Add Contribution button. 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