Entering donations - an overview of how it works.
How does gift entry work in Silent Partner?
The process of entering gifts and processing receipts in Silent Partner takes 4 basic steps:
- Setting up the Batch: a Batch is a holding place for gifts - where you collect them together until you are ready to finalize them
- Entering donations into the Batch
- Posting the Batch: this puts the donations into the donor's record. Gifts cannot be adjusted or altered once they are Posted. They can only be reversed and re-entered if needed.
- In order to correct a receipt entry error, once the Batch has been Posted, you need to Reverse the gift and start again. A self help article on reversing gifts can be found here.
- Processing the Receipts
Detailed information on these 4 steps can be found here.
There are two types of receipts created by Silent Partner: Official (tax deductible/charitable) receipts and Unofficial (or acknowledgement) receipts.
In the Desktop Console, Unoffical receipts can only be printed once! When you enter the donation into a batch, you will be prompted to print the Acknowledgement receipt. If you fail to do this when prompted, you will have to reverse the gift and re-enter it in order to print the acknowledgement receipt..
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Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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