If donors give you their credit card information so that you can process donations on behalf of them, there are a few things to remember. First, the email address is a unique identifier for each of your donors, so when collecting information to process donations on behalf of donors, it is best to collect email addresses as well! If you are processing a one-time donation, it won’t be required to add a password to create a login for the donor. For recurring donations the password is required because it gives the donor the ability to login to their profile to manage their donation. They can resend receipts, cancel their current recurring donation or update their card information.
Processing the gift
It is best practice to open a new incognito window for each transaction. Browsers tend to store information so opening a new incognito window should give you a fresh start and helps any mix ups with donor information.
Once you have all of the necessary information, you can process the donation for the donor(s) following these steps:
- Start on the Campaigns tab in the fundraising pages. Right click on the Visit Page button for the page you are looking to make the donation toward.
- From the menu, select to open the page in an incognito window.
- Select the donation amount, designation and add information for the tribute if necessary and click the purchase button.
- 4.Click the Donate button, to get to the billing information screen. Add billing information and be sure to indicate whether the donor wants to pay the transaction fee or not and complete the transaction
Tax Receipt and notifications
Your donor will then receive the confirmation message and tax receipt via email. You can share the password for their account with them if you set one up so they can manage their donations. You should also receive a copy of the emails if you have the order confirmation bcc recipient notification checked as one of your admin notices roles. You can manage that in the fundraising pages by going to People>Admins then clicking the edit button next to your name.
If you did have a mix up and a donation you entered was attributed to the wrong donor, fear not! You can reassign the donation to the correct donor, and then resend the receipt so the correct donor receives it. Just go to People>Donors/fundraisers and search for the donor that the donation was added for. From there, click on the order number for the donation and you will see a red button to reassign donor. You can click that, assign the correct donor, and then search for the correct donor after it is reassigned. Click the order number again and the blue resend receipt button will be there for you.
Remember, if you need a donation refunded, please reach out to us at email@example.com with the dono’s name and the donation date and amount and we can process a full refund for you.