Difference between revisions of "Donation Receipt"

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*if member, key in member number, if past donor entry their last name, then press search
 
*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]]
 
*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
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*fill in the gizmo type and quantity, read out the required and suggested amount to the donor, enter in the amount agreed to.
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*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".
 
*click "finish" (print screen will come up) then print and click "start over".
  

Revision as of 19:33, 2 January 2007

For large donations from business and organizations, see Invoicing Donors

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:

  • use donation screen for input
  • 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
  • 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.
  • click "finish" (print screen will come up) then print and click "start over".


  • 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.