Creating a Donation Product

This article outlines how you can create a donation product. Customers can choose any amount that they wish to donate.


Follow these steps

  1. On the menu bar, select CreateDonation Product.

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2. On the General tab fill in the Donation Title and select a Bank Account you want the funds to settle into.

  • Enable Suggested Amounts - tick this feature if you would like your donors to see suggested amounts when they are donating. Use the default ones, or X the amounts you don’t want to use and add in your own amounts.

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3. On the Description tab, you can fill in the following fields.

  • Category

    • Pick from the pre-defined list

    • Or start typing in a new Category that you wish to define

  • Description

    • Enter in any information about the product that you want the user to see. Use the rich text editor to make your text Bold, Italic, Underline or add a link.

      1. To add a link type your text into the description, highlight the text you wish to link and click the link icon image-20240724-121044.png

      2. The following box will appear, you can enter in your link and press Save. image-20240724-121121.png

  • GL Code (If applicable)

    • Select from your list of pre-defined of GL Code to help with reporting. Read more about GL Codes here.

  • Add Image

    • Upload your own image or choose a generic one from our catalogue.

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4. Recurring will by default be set to No by default but can be toggled on. You can read more about setting up a recurring plan here.

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5. Questions can be added on the Questions tab, with the option to make them mandatory. You can read more about Questions here.

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6. Option to enter a Receipt message that users will receive on receipt of payment and click Save. Use the rich text editor to make the text Bold, Italic, Underline or add a link to your message.

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7. If you wish to Publish the donation product straight away, check the Publish tick box.

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Look out for the ? symbol beside each field to view the tooltip for some extra information.