Add a payment

  1. Open a contact profile and choose Add payment.
  2. Review the payer and whether the donation is personal or organisational.
  3. Enter amount and currency, select Paid, Pledged or Invoiced, and enter the corresponding paid/expected date.
  4. Choose payment method and any bank account, activity/page, team, fund allocations and references.
  5. Mark Ineligible for tax relief when appropriate. An unchecked box is not proof that a donation qualifies for Gift Aid.
  6. Save the payment.

The form supports files, split restricted-fund allocations and tribute funds. See Payment fields.

Review and correct payments

Payments appear in the contact activity timeline; use the gifts filter to narrow it. Open a payment’s edit action to change its details in the payment form and save. The current timeline/form does not provide a delete-payment action.

For donor contacts, the giving summary shows totals and gift statistics when you have permission to read them. Amounts use the workspace reporting currency; the summary is omitted when there is no giving total or you lack access. Updates can take a moment to reach summaries.