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openaustralia / oaf

OpenAustralia Foundation
https://github.com/openaustralia/oaf#readme
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How do I process a donation received through the postal mail as a check? #260

Closed equivalentideas closed 6 years ago

equivalentideas commented 6 years ago

I suggest a process for ingesting these 'Contributions' into civicrm:

Capturing the donation in CiviCRM

  1. add the 'contact' for the person/group with all their information. There are options for "New Individual", "New Household", and "New Organisation" under the Contacts menu.
  2. add a "New Contribution" (under the Contributions menu).
  3. Select the contact you've just created as the 'Contact'
  4. Fill in the details:
    • Financial type: "Donation"
    • Source: "Received by postal mail"
    • Contribution Status: "Pending", then "Completed" once successfully processed.
    • Payment details: Paid by: "Check"

The other details should be the amount etc. from the cheque.

Sending a receipt via email

  1. Select "Find Contribution" in the civicrm menu.
  2. Enter the name of the contributor in "Contributor Name or Email" and hit "Search"
  3. Select the contribution(s) you want to send a receipt for by checking the box on the left of the contribution row for that contribution screen shot 2017-09-21 at 3 25 02 pm
  4. Inside the 'Actions' drop-down menu select 'Send Email to contacts' screen shot 2017-09-21 at 3 39 25 pm

  5. Write an email from the contact@openaustraliafoundation address, with the relevant receipt details and the text:

    Thank you for your support and this gift of $x to the OpenAustralia Foundation. The OpenAustralia Foundation is endorsed by the Australian Taxation Office as a Charitable Institution with Deductible Gift Recipient (DGR) status. Donations over $2 are tax deductible. Save this receipt for your records.

TODO

Explain better what a receipt email should be like.

equivalentideas commented 6 years ago

This issue is just to create a linkable place for this documentation. Closing.

equivalentideas commented 6 years ago

Sending a receipt via email

I tried the automated email processes through civicrm and they don't seem to send, and there's no feedback on why. Which is why I've described a manual process above of creating a receipt manually. We could streamline this by creating a template that admins could use.