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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