Navigate to the Donors section of the program and click New Donor, a dialog appears allowing you to input the donor’s details, just like below:

📝 Donor Entry – Field Explanations

Most of the fields are fairly obvious. Here are a few exceptions:

• Individual or Business / Organization:

  Whichever is selected (highlighted with a background color) determines the type of donor.

  • For Business / Organization, an extra Business Name field appears. The First and Last Name fields become optional and are meant for the contact person.
  • For Individuals, both First Name and Last Name are required.

• Middle Name:

  Primarily used for recording a middle initial, especially for users in Canada, where it may be required on receipts.

• Member / Envelope #:

  • Displays three fields: this year, last year, and next year.
  • You can assign numbers as a group using Assign Numbers under Organization > Preferences.
  • Envelope numbers can range from 1 to 9,999,999,999.
  • Tooltips above each field show the lowest available number and the next highest used.

• Address Fields:

  To issue a receipt, at least Address 1 must be filled in.

• Non-Receiptable:

  • If checked, this donor will never receive a tax receipt using the Receipt menu.
  • Typically used for corporations, other charities, or international donors who cannot use your country’s tax receipts.
  • Even though donations can be marked individually as non-receiptable, if the donor is already marked as such, the individual setting becomes irrelevant.

• Tags:

  • Select any number of tags (set up under Organization > Tags).
  • If more than two are selected, only the first two are shown in the Donor View.
  • Clicking into the Tags field again will show all tags.

• Custom Fields:

  If you’ve added donor-specific custom fields under Organization > Donors, they will appear between Tags and Notes in this form.

• Notes (Internal):

  Free-form space to record internal notes about the donor. These notes do not affect any other part of the program.

✅ Saving Your Donor

Once all details are filled in:

• Click Create to save and return to the Donors View.
• Click Create and New to save and immediately start entering a new donor.