Use Add Interaction > Add Donation on a contact to record a gift made by check, cash or any other way outside your donation page. Gifts made on your pages are added to the contact automatically.
Record a donation
- Open Contacts and select the contact.
- Select Add Interaction, then Add Donation.
- Enter the Donation Amount. It must be more than $0, or FundHero shows "Donation amount must be more than $0".
- Check the Date of the gift.
- For a check, optional: fill in Check Number, Batch Number and Deposit Date.
- Optional: add Notes, and pick tags in Search Tags if your team has them. See Tags.
- Select Save.
The donation appears on the timeline as "added a donation", with the amount and any check number, batch number and deposit date. It starts as needing thanks, so the contact shows up in the Contacts Need Thanks list until you select Say thanks.
Edit or delete a donation
Select the three-dot menu on the donation card and choose Edit to change the amount, date, check details, notes or tags, or Delete to remove it. Online donations from your pages have the note "Online", and FundHero asks you to confirm before deleting one.
Record many donations at once
To add a batch from a spreadsheet, see Import donations.