Difference between revisions of "Donation Receipt"

From FreekiWiki
Jump to navigation Jump to search
m
 
(5 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 +
{{Cleanup}}
 
:<small>''For large donations from business and organizations, see [[Invoicing Donors]]''</small>
 
:<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 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, press 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.
*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, tell the required and suggested amount to the donor, and enter in the amount agreed to.
*click "finish" (print screen will come up) then print and click "start over".
+
* 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 "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 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 goes in the till.
 
  
 
[[Category: Procedures]]
 
[[Category: Procedures]]
[[Category: Front Desk]]
+
[[Category: Donation Desk]]

Latest revision as of 16:07, 13 May 2009

This page or section appears to be out of date or otherwise inaccurate.
Please edit as seems necessary, removing the {{cleanup}} tag when you are through.

For large donations from business and organizations, see Invoicing Donors

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.
  • Ask if the donor would like a receipt. If they don't, take their zip code and accept any fees or monetary donations.
  • 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, tell the required and suggested amount to the donor, and enter in the amount agreed to.
  • 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 "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.