Record a gift (card, check, cash, OJC, Matbia, Zelle, other)
The one form for every gift: charge a card, or log cash, a check, a charity card, a voucher, Zelle or anything else. Pick the person, the amount and how they paid.
Before you start
- Your login can record gifts.
- To charge cards, a processor is connected (Settings → Payment processors).
- 1
Open the gift form
Click “Record” at the top right, then “Gift”. Or open the person and click the green “Gift” button — the person is then already filled in.
Record → Gift. - 2
Pick the person
In “Person”, type part of the name, Hebrew name, phone or account number and click the person in the list. A short summary of the person appears (what they usually give, what they owe).
Pick the person from the list; their summary appears. - 3
Type the amount
Type the amount, or click one of your preset amount buttons under it.
The amount. - 4
Toward a commitment? (optional)
If the person owes on a commitment, “Apply toward a commitment” appears. Choose it and the amount fills in with the balance — change it for a part payment.
Apply the gift to one of their commitments. - 5
How they're paying
Click one: Credit card, ACH / bank, Cash, Check, OJC / Matbia / charity card, Charity voucher, Zelle, Non-cash (stock, goods…) or Other…. The boxes below change to match (for example Check # for a check).
Choose how they paid. - 6
Card details (for cards and ACH)
Choose a saved card, or “+ Use a new card”. The line above the card boxes shows which processor will be used (for example “$180 goes through Sola · rule 1”); you can switch it there. Leave “Save for future charges” ticked to keep the card.
Which processor the gift goes through. - 7
What it's for & who to notify
Optionally pick a Campaign, Designation, Location and Fundraiser, type a Dedication (it's printed on the receipt) or an Internal note, or make it “In honor of…” / “In memory of…”. Tick “Email receipt” and/or “Text receipt”.
Campaign, designation and receipts. - 8
Save or charge
The dark bar at the bottom shows the total. Click “Charge card” (cards) or “Save gift” (everything else). You land on the gift's page with its receipt number.
The total, and the button to save or charge.
Tips
- Entering many gifts in a row? Use “Save & next person” — see “Enter gifts one after another”.
- Pressing the charge button twice never charges twice.
- Alt+G opens this form from anywhere.
If something isn't working
It says “Choose a donor”.
Type part of the name in Person and click the person in the drop-down list. Until you click one, you'll see “Pick someone from the list” under the box.
It says “Enter a valid amount”.
Type a number above 0, without letters, for example 180 or 180.00.
It says “Declined: …”.
The card was declined by the bank. Ask for another card, or record another way of paying. Nothing was charged.
It says “No payment processor is connected”.
Connect one under Settings → Payment processors, or record the gift as cash, check or another type.
It says “Choose one of your campaigns”.
Your login is limited to certain campaigns. Choose one of them in Campaign.