The donation receipts panel provides an overview of donations and the ability to create a manual receipt. Any donations that are completed through the payment gateway are automatically added to this panel.
Set-up payment gateway
- Select ARM > Customisation > Payment gateway from the side navigation menu.
- Add Merchant UUID, API Password, API key, Confirm password
- Select ‘Save’
NB: Selecting save and next after entering the first Name, Last Name and Email address in the campaign will move the donor automatically to the payment gateway.
Manual receipts can also be created as needed.
Create manual receipt
- Select ‘Create’
- Choose contact
- Select ‘Payment type’
- Select the Marketing/Source code – these are the campaigns
- Is this a bequest?
- Choose the Receipt status
- Add Xero transaction code
- Select ‘Push to Xero’ if required
- Select the product
- Enter donation amount
NB: Contacts need to be added into ARM prior to creating a receipt.
A full report of all donations can be downloaded by selecting the report icon.
