Requires the Sheep Evidence pack
Individuals payments and donations can be recorded as transactions that gift aid can be claimed. This flexibility is very useful but often you will want to treat all payments from a person as gift aid-able.
From a person record find the Evidence card and click 'Record Evidence'
For Gift Aid evidence you need to pick the right category and set the dates. The name, text and attached documents are all optional.
Tip: attach a photo of a paper gift aid declaration
Complete the matching fields as available.
nameany free text name to label this record e.g.
Gift Aid declaration
gift aid declaration
sourceoptional internal reference - where did you collect the gift aid declaration, online form, paper etc
source_refoptional. Use in conjunction with
sourceto create an audit trail back to the original document
document_datethe date when gift aid should be claimed from (can be back dated)
expiry_dateoptional. If the form is valid for a certain period then set an expiry date