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How to create a new donation in the control panel

Whether you’re entering donations at an event, inputting data from a fundraiser, or taking a donation over the phone, you can charge a credit card or record a donation through your control panel.

This guide will take you through all the ways to manually enter a donation through the control panel. If you are looking to enter multiple donations, then importing donations can be a faster method.

Table of Contents


Where to add a new donation

When you are adding a donation for an existing donor, you need to start in the People section of your control panel since the donation is connected to a person. The best way to locate a donor’s profile is to do a quick search. Because you are adding a donation in the profile, the changes you make on the donation form will automatically update the profile.

Once you’ve accessed the appropriate profile, click on the Donation tab from the Dashboard.

profile_dashboard_donation.png

You can also create a new donation by accessing Finances > New donation within the profile.

When you are adding a donation for a new donor, you can create both a new donation AND a new profile through the Finances section of your control panel. Once you save the new donation, you will find the new donor profile in the People section. If you add a new donation through the Finances section for an existing donor, the new information will overwrite the existing data. The overwrite happens when a match is created through email address.

To add a donation for a new donor, visit Finances > + Transaction and click on the Type of transaction dropdown menu to select New donation.


Record a donation

Once you know where to add a new donation, then you can continue to input the donation information. Recording a donation is different from charging someone for a donation as you are just making note of a donation already received.

1. When you land on the donation form, you are required to fill in the "Amount" and "Payment type" and additional details based on selected Payment type.

To record a one-time payment, select the one-time payment radio button on the right-hand side of the form and click on the Payment type dropdown menu to select the method of payment your donor made. The different payment types we offer: cash, credit card, check, money order, EFT, in-kind, wire transfer, Square, ActBlue, customer credit, prepaid, or other.

After filling out the remaining fields of the form, click the Save donation button_savedonation.png button to complete the transaction. When possible, we highly recommend that you choose a method to track the donation for your records.

Now, if you look at your supporter’s profile in the People section, you will see the added donation under [Select profile] > Finances > Donations. All donations are listed in chronological order. You can also record the actual date a donation was received.


Record a credit card donation

Recording a credit card donation is not yet supported with NationBuilder’s integrated payment processing. If a donor is comfortable giving you their credit card details in order to submit a contribution on their behalf, you will want to edit their information through the front-facing site as though you were the donor. You will need to enter the donor’s email address - rather than your own - to submit the donation successfully.

Although you can’t charge a credit card through the control panel, you can still select the payment type as “Credit card” to keep track of how you received the transaction.

Because you are not taking your donor’s credit card information, you can only record one-time donations when you enter them through the control panel.

If you are using a third-party payment processor, you can optionally charge a donor’s credit card when entering a one-time, monthly, or installment credit card donation. After selecting “Credit Card” from the “Payment type” dropdown, check the "Charge credit card?" checkbox that appears to open the fields to input credit card information.

 


Ways to track a donation

There are several ways to track your donations -

  • Tracking code

When you are doing a fundraising campaign or an event, Tracking codes help you keep an eye on all the donations tied to that specific fundraising.

For example, Tony attends a fundraising dinner event and is inspired to make a donation to the organization. He goes to a volunteer to make a transaction. As the volunteer completes the donation form, she goes to the "Tracking code" dropdown menu to select the appropriate code, so that other organizers know where Tony’s donation comes from.

donation_form_trackingcode.png

This method becomes extremely useful when aggregating data for accounting purposes.

  •  Fundraisers

Supporters who raise money on behalf of the organization are called fundraisers. If you are entering a new donation from someone who was recruited by a supporter, you can note the supporter as the fundraiser. If you don’t select a fundraiser for a donation, the donor will automatically be considered the fundraiser.

For example, Tony talks to his friend, Sara, about his favorite organization. Sara is inspired and calls the organization to make a donation. A volunteer completes the donation form and finds Tony Jones in the Fundraiser dropdown menu.

donation_fundraiser_dropdown.png

  • Membership for the donor

 For all customers on the Team plan or above, you can indicate that a transaction is for a paid membership.

In order to add a membership on a donation form, you first need to set up memberships in your nation.

Decide what type of membership a donor will receive in the "Membership" dropdown menu.

newdonation_membership.png 

If you want the membership to expire, you can select a time frame from the "Expire membership in" dropdown menus. You can choose from 1-31 days, weeks, months or years.

newdonation_membership_expire.png

  • Gift membership

Supporters also have the option to gift a membership, which can only be done through this form in the control panel. Once you check the "Gift this membership" box, the "Membership for" dropdown menu becomes available and you can select the supporter who will be receiving that particular membership.

Remember that the person receiving the gifted membership must already exist in your people database.

donation_giftmembership.png

  • Page to include new donation in total

If you want to reflect a donation for a particular page on your site, then you type the slug in the "Page this donation was from" field. When you click the Save donation button_savedonation.png button, the designated page will reflect the donation.

For example, Sara’s donation is for a specific fundraising campaign, so the slug of the campaign page, leadership_campaign, is entered into the field.

new_donation_from_page.png

After Sara’s $100 donation is saved, the progress bar on the leadership_campaign page reflects the donation.

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The "Page this donation was from" field comes in handy when you are using progress bars on your website and want donations made through the control panel to automatically reflect on your webpage.

  • Email to include new donation in total

If you want to reflect a donation received from a particular email, you need the slug of the email to fill in the "Mailing this donation was from" field.

donation_mailing_slug.png

Once you click the Save donation button_savedonation.png button, the donation will be reflected in the email statistics.

For example, Tony makes a donation over the phone because he was so moved by a story from an email. As a volunteer completes the donation form for Tony, she includes the email’s slug, bealeader_1. Once Tony’s donation is processed, the volunteer can go in the control panel to Communication > [Select broadcaster] > Email > Blasts and find Tony’s donation amount included in the total amount of donations collected from that particular email.

donation_mailing_bealeader_total.png

 


Keeping donations secure

Our encryption technology makes all donation pages and control panel pages highly secure for you to input personal information. You can also tell if you’re on a secure site when the lock icon is displayed in the browser.


Printing out a donation receipt

With donations, you are able to easily print out a donation receipt by clicking on the PDF icon next to the donation. Please note that once these PDF's are generated, they cannot be changed. This is to keep financial consistence for donation receipts within your nation.

 


Delete a donation

We do not recommend deleting donation records from a nation. This will make the nation's financial history incomplete and can cause problems when doing financial reporting for an organization.

Some customers inadvertently delete donations from their nation by deleting the people associated with those donations. To prevent this from happening, the Delete button is not available on a user profile if donation records are attached to that profile. Similarly, if you batch delete a list of people, any people on that list who have donation records will not be deleted.

While we do not recommend it, if you truly want to delete people and/or their donation history, you will need to use the following process:

1. You need to manually delete each donation record associated with the person. You can do this by clicking on their profile > Finances > click on the pencil button to edit the donation.

2. At the bottom of the page you will see delete donation . Once you click this button, you will receive a pop up that asks you if you're sure you'd like to delete the donation. Click OK.

3. The person's record can then be deleted individually or through a batch delete process. If you imported a lot of donations, or have another large set of donations that you would like to delete, please contact your organizer. They can help on an individual basis. 


Donation processing

Recurring donation processing

How to import donations

How to refund a donation

How to create a donation page

The SwipeHup app provides a faster way to charge credit cards in-person.


Issues and suggestions on our radar

There are some issues related to the control panel donation form that have come to our attention. We are monitoring their importance to the community on the product issues and suggestions page. You can follow each of the below issues to keep updated on their status.

Credit card address and CVV code validation in control panel

Some nations mark email field as required in the control panel New donation form

Save donation button should not change to Pay donation language on New donation form

Include notice of what's been updated on someone's profile on New donation form

 

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.