Adding a Contributor while Entering Contributions

You’re on a roll.  You’re making Contribution Entries and it’s going smoothly. Then, you come across a check from a first time visitor.  They’ve never attended, you have no record, therefore they aren’t found in the donor search bar.  

 

Let’s walk through the quickest way to keep moving.  

 

In the top right hand corner of your Contribution Entry page (Contributions>Enter) .  Clicking that button will walk you through the process of Adding a Household.

 

At the end of that process you will be asked to select the Family Contributors.  Select the Household members that will be added to this specific contribution.  

Remember to select all Household members that should be a part of the same Giving Unit.

 

Clicking “Finish” will allow you to continue entering their contribution and the person or Household will be saved for future use.