Creating a Donation Order – Web Client Help Center

To create a new donation:

From the Fundraising Central page or the left navigation menu, select Create a Donation.
The Add Gifts to Donation page displays.
From the Search for a Gift section, enter your search criteria to search for a Gift, then select Find Gift.
From the search results, click the down arrow to view additional gift details.
To add a gift to your donation order, modify the Gift Amount if necessary, and click Add.
The Add button will change to "Added" in green and a message will display at the top of the screen when the gift(s) is successfully added to the donation order. When you're ready to proceed with your donation, click Continue to Donation Entry, as shown below.
The Donation Entry page displays.
To set the donor constituent for the donation order:
1. From the Donor Information section, enter at least three characters in the Donor field and click the magnifying glass search icon to display available options, as shown below.
  
  Alternatively, click Advanced to display the Choose a Constituent page, as shown below.
2. By default, the selected donor's primary address displays in the Use Address field.
3. By default, the selected donor's Primary Employer will display. Click the hyperlink to open the Constituent Summary for the employer.
4. The Employer Match Gift field will display whether the donor's primary employer is set to match gifts.
5. If necessary, set the Give Employer Soft Credit toggle to Yes.
  Soft credits can be given to the employer linked to the donor for Cash and Pledge fundraising products. All other fundraising products (including credits entered manually) are considered soft credits.
From the Primary Contact Information section:
1. Enter at least three characters in the Primary Contact field and click the magnifying glass search icon to display available options.
2. By default, the selected contact's primary address displays in the Use Address field.
From the Quick Add Gift section, you can add additional gifts to the donation order. Click the Full Gift Search link to enter Full Product search.
From the Donation Details section, you can:
1. View and Edit Full Line Item Details
2. Add Premiums
3. Answer Questions
  1. If there is a questionnaire available for any of the products added to the order, an icon will appear next to the product in the grid.
  2. To answer the questionnaire questions, from the additional options menu, select Answer Questions.
  3. The questionnaire for that line item opens. Answer the questionnaire questions and click Save to return to the order, or click Save and Go to Next Line Item to continue answering questionnaire questions for other additional line items.
To view accurate pricing information, click Update Pricing.
If you make ANY changes to the order, you MUST click Update Pricing in order to enable the Continue to Payment button.
To save the donation without entering payment information, click Pay Later. Otherwise, click Continue to Payment to apply a payment.
The Payment Information page displays.
The Auto Create Batch checkbox on the User Maintenance screen (PSM001) in ThreeSixty Operations controls whether or not a specific user has a batch auto-open during a payment workflow. If the Auto Create Batch checkbox is checked, the system will automatically open a batch when the user tries to take a payment. If the Auto Create Batch checkbox is NOT checked, if a direct or deferred posting batch is NOT open, the Choose a Batch screen will display, as shown below. Batches to which the logged in user is the authorized user or belongs to the authorized group display. Select one of the batches list or click New Batch to create a new batch.
From the Receipt Information section, depending on the receipt type selected from the Receipt Information section, additional information may be required in the Payment Method section:
1. Select the appropriate Receipt Type from the drop-down.
2. The Amount defaults to the balance due. If necessary, you can change this amount to apply a partial payment or overpayment.
  If an overpayment is applied, an unapplied receipt will be created and the balance due will reflect a credit.
3. The Payor defaults to the bill-to constituent. If necessary, click the search icon to select a different payor.
4. If necessary, enter any Comments.
From the Payment Method section:
1. To pay by credit card:
  1. Ensure a credit card was selected from the Receipt Type drop-down in the Receipt Information section above.
  2. Enter the Card Number.
    Alternatively, if the constituent has a saved credit card on file, you can click the Use Saved Card link to select a saved credit card.
  3. Enter the Security Code/CVC.
  4. Select or enter the card Expiration Date.
  5. Verify the Name on Card and billing address information is correct. If not, then modify it.
  6. If necessary, select the Auto Renew option.
  7. If necessary, select the Save Credit Card option to save the credit card information to the constituent record.
2. To pay by electronic check:
  1. Ensure an electronic check option was selected from the Receipt Type drop-down in the Receipt Information section above.
  2. If necessary, select the appropriate Check Type from the drop-down.
  3. Verify that the Name on Account and account address information is correct. If not, then modify it.
  4. Enter the Account Number.
  5. Enter the Routing Number.
  6. Enter an Email address.
  7. Enter a Phone Number.
  8. Select the appropriate Personal Identifier:
    1. If you select "Driver's License" as the Personal Identifier, enter the Drivers License # and State Issued.
    2. If you select "Social Security Number" as the Personal Identifier, enter the SSN and Date of Birth.
3. To pay by cash or check:
  1. Ensure a cash or check option was selected from the Receipt Type drop-down in the Receipt Information section above.
  2. For check payments, enter the Check Number. No other fields are required when paying with cash.
  3. If necessary, enter the PO Number.
    If you need to abandon the payment information entry, click Cancel Payment. Doing so will save the order and you will be taken back to the donation entry page.
Click Apply Payment.
The Donation Summary page displays.

The following table provides more information about the additional details that display in the search results for products in the Fundraising subsystem:

Field	Description	Database Information
All Products
Subsystem	The subsystem of the selected product. The Subsystem field displays on the General Setup screen in Product Maintenance for all products.	SUBSYSTEM in PRODUCT
Product Name	The name of the selected product. The Product Name field displays on the General Setup screen in Product Maintenance for all products.	LONG_NAME in PRODUCT
Parent Product	The parent product of the selected product. The Parent Product field displays on the General Setup screen in Product Maintenance for all products.	PARENT_PRODUCT in PRODUCT
Product Code	The unique product code of the selected product. The Product Code field displays on the General Setup screen in Product Maintenance for all products.	PRODUCT_CODE in PRODUCT
Class	The class of the product selected. Each subsystem has its own set of product types, as defined by the non-fixed codes for the PRODUCT_CLASS system type. The Product Class field displays on the General Setup screen in Product Maintenance for all products.	PRODUCT_CLASS_CODE in PRODUCT
List Price	The default list price rate of the selected product. The list price is defined on the Rates and Pricing screen in Product Maintenance for all products. (Not applicable for Fundraising products)	PRICE in PRODUCT_PRICING
Available	The first date that the selected product can be ordered as defined by the Available from date on the product. If an available thru date is also defined for the selected product, the dates will display as a date range. The Available from field displays on the General Setup screen in Product Maintenance for membership products.	AVAILABLE_DATE in PRODUCT
Type	The type of product selected. Each subsystem has its own set of product types, as defined by the fixed codes for the PRODUCT_TYPE system type. The Product Type field displays on the General Setup screen in Product Maintenance for all products.	PRODUCT_TYPE_CODE in PRODUCT
Description	The invoice description of the selected product. The Invoice Description field displays on the General Setup screen in Product Maintenance for all products.	SHORT_NAME in PRODUCT
Members Only	Whether or not the product is only available to members. The Members Only checkbox displays on the General Setup screen in Product Maintenance for all products.	MEMBERS_ONLY_FLAG in PRODUCT
Fundraising
Allow Price Update	Whether or not the price of the selected product can be changed. The Allow Price Update checkbox displays on the General Setup screen in Product Maintenance for fundraising products.	DIRECT_PRICE_UPDATE in PRODUCT
Fund	The fund associated with the gift. The Fund field displays on the General Setup screen in Product Maintenance for fundraising products.	FUND in PRODUCT
Campaign	The campaign associated with the gift. The Campaign field displays on the General Setup screen in Product Maintenance for fundraising products.	CAMPAIGN in PRODUCT