For background on payments alongside touchpoints and fundraising activities, see Touchpoints, payments and fundraising activities. For Gift Aid eligibility, see Understanding Gift Aid.

Add a payment

  1. Open the contact’s profile.
  2. Click Add payment.
  3. Fill in at minimum Amount and Date. Tick Tax relief eligible if the donation qualifies for Gift Aid (and the donor has a valid declaration). Optionally, link the payment to a fundraising activity.
  4. Click Save.

For the full list of fields, see Payment fields.

View payments for a contact

Payments appear in the Payments section of the contact’s profile.

Edit or delete a payment