Donation Receipt - Revision history

Ideath at 00:07, 14 May 2009

2009-05-14T00:07:59Z

Sophia at 23:22, 10 May 2008

2008-05-10T23:22:15Z

Elizabeth at 18:37, 6 August 2007

2007-08-06T18:37:47Z

Elizabeth: updated to reflect the edit option

2007-08-06T18:37:18Z

updated to reflect the edit option

Elizabeth: New instructions with new database

2007-01-03T02:33:07Z

New instructions with new database

MichaelWestwind at 01:08, 20 December 2006

2006-12-20T01:08:55Z

Elizabeth at 23:27, 19 December 2006

2006-12-19T23:27:23Z

Elizabeth: Procedure for mistakes

2006-12-19T23:26:47Z

Procedure for mistakes

Elizabeth: Added CRT

2006-12-04T20:04:43Z

Added CRT

Kathie at 19:25, 5 April 2006

2006-04-05T19:25:38Z

@@ Line 1: / Line 1: @@
 :<small>''For large donations from business and organizations, see [[Invoicing Donors]]''</small>
@@ Line 12: / Line 13: @@
 [[Category: Procedures]]
-[[Category: Front Desk]]
+[[Category: Donation Desk]]

@@ Line 1: / Line 1: @@
 :<small>''For large donations from business and organizations, see [[Invoicing Donors]]''</small>
-Donations come from three sources, required $10 monitor fee, suggested donation per item and volunteered donations.  The donor should go to receiving, get a donation form filled out and be sent to front desk to get a receipt and/or donation receipt.  Follow steps below in creating a donation receipt:
+Money at the front desk comes from three sources: the required $10 monitor fee, the suggested donation per item, and voluntary donations. Follow steps below in creating a donation receipt:
-*use donation screen for input
+* Use donation screen for input.
-*if the donor is a member, key in member number, if past donor entry their last name, then press search
+* Ask if the donor would like a receipt. If they don't, take their zip code and accept any fees or monetary donations.
-*if new donor, click "search" then "create" then "enter" from [[Search Screen]]
+* If they do want a receipt, type their name in the search box. If they have never been to Free Geek before fill out their name, address, and zip code.
-*fill in the gizmo type and quantity, read out the required and suggested amount to the donor, enter in the amount agreed to.
+* Fill in the gizmo type and quantity, tell the required and suggested amount to the donor, and enter in the amount agreed to.
-*when donation is complete, check to make sure monitor the proper amount is recorded in the separate non-tax deductible (monitors) and the tax deductible spaces.
+* When donation is complete, check to make sure the proper amount is recorded in the separate non-tax deductible (monitors) and the tax deductible spaces.
-*click "finish" (print screen will come up) then print and click "start over".
+* Click "create" to print.
-*If you make a mistake on a receipt you can go back and edit the receipt by finding the transaction at the bottom of the donations page. Remember to get the incorrect receipt back so that the donor doesn't file their taxes with it.
+* If you make a mistake on a receipt you can go back and edit the receipt by finding the transaction at the bottom of the donations page. Remember to get the incorrect receipt back so that the donor doesn't file their taxes with it.
 [[Category: Procedures]]
 [[Category: Front Desk]]

@@ Line 9: / Line 9: @@
 *when donation is complete, check to make sure monitor the proper amount is recorded in the separate non-tax deductible (monitors) and the tax deductible spaces.
 *click "finish" (print screen will come up) then print and click "start over".
 *If you make a mistake on a receipt you can go back and edit the receipt by finding the transaction at the bottom of the donations page. Remember to get the incorrect receipt back so that the donor doesn't file their taxes with it.
 [[Category: Procedures]]
 [[Category: Front Desk]]

@@ Line 4: / Line 4: @@
 *use donation screen for input
-*if member, key in member number, if past donor entry their last name, then press search
+*if the donor is a member, key in member number, if past donor entry their last name, then press search
-*if new donor, press search then create then enter from [[Search Screen]]
+*if new donor, click "search" then "create" then "enter" from [[Search Screen]]
 *fill in the gizmo type and quantity, read out the required and suggested amount to the donor, enter in the amount agreed to.
 *when donation is complete, check to make sure monitor the proper amount is recorded in the separate non-tax deductible (monitors) and the tax deductible spaces.
@@ Line 11: / Line 11: @@
-*If you make a mistake on a receipt, you should re-create a good receipt, print a copy of the bad receipt, and write "DELETE" on the bad copy. Then initial the corrections and put the bad copy in the till.
+*If you make a mistake on a receipt you can go back and edit the receipt by finding the transaction at the bottom of the donations page. Remember to get the incorrect receipt back so that the donor doesn't file their taxes with it.
 [[Category: Procedures]]
 [[Category: Front Desk]]

@@ Line 6: / Line 6: @@
 *if member, key in member number, if past donor entry their last name, then press search
 *if new donor, press search then create then enter from [[Search Screen]]
-*when donation is complete, check to make sure monitor/CRT box is checked and proper money recorded before finishing
+*fill in the gizmo type and quantity, read out the required and suggested amount to the donor, enter in the amount agreed to.
 *click "finish" (print screen will come up) then print and click "start over".