You record a cash donation the same way you record any other donation. Raise More does not have a separate donation type for cash, check, or in-kind. There is one donation form, and you enter the amount and date on it. If you want to mark a donation as cash so you can find it later, use a donation tag (see the last section).
Add a donation from a contact's profile
This is the easiest way, because the donation is already linked to the right person.
Open the contact's profile.
Find the Donations section.
Click the circle-plus icon next to the Donations heading.
In the Add Donation window, the Contact field is already filled in with this person.
Enter the Amount (USD).
Enter the Date.
Fill in any of the optional fields you want to keep (see below).
Click Add Donation.
The new donation appears in the contact's donation list right away, and the total updates.
Add a donation from the contact context menu
You can also start from the context menu that appears when you right-click a contact anywhere in the app, including from a list or from the contact's profile page.
Right-click the contact's name.
Click Record Donation in the menu that appears.
The Add Donation window opens with the contact already selected.
Enter the Amount (USD) and Date, then click Add Donation.
Add a donation from the Donations page
Use this if you are starting from the Donations report and not from a specific person.
In the left navigation, open Donations, then All Donations.
Click New donation in the top right.
In the Add Donation window, click the Contact field and search for the donor by name, then select them.
Enter the Amount (USD) and Date.
Click Add Donation.
You must select a contact before you can save. If you try to save without one, you will see "Select a contact before saving the donation."
Fields on the donation form
Only Amount (USD) and Date are required. The rest are optional:
Contact (required): the donor this donation belongs to.
Amount (USD) (required): the dollar amount.
Date (required): the date of the donation.
Receipt ID
Reference Code
Fundraising Page
Line Item ID
Donor Email
Donor Phone
Tags
There is no field for payment method, so there is no built-in "cash" or "check" option on the form.
Marking a donation as cash
Since there is no payment-method field, the way to label a donation as cash is with a Tag on the donation.
Go to Donations, then Donation Tags, and click Create to add a new tag named something like "Cash" if you do not already have one.
When you add or edit a donation, use the Tags field at the bottom of the Add Donation window to apply your "Cash" tag.
Later you can filter the Donations table by that tag to see all your cash donations.
Editing or deleting a donation
If you make a mistake, you can fix it.
Find the donation on the contact's profile or in the Donations table.
Open the donation's actions and click Edit to change the amount, date, or other fields, then click Save Changes.
To remove it, click Delete. You will be asked to confirm, and this cannot be undone.