mah4t
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32 votesmah4t
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We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
mah4t
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Did this ever happen? I don't think this function exists in my updated version. In order to do this for an event we had this summer I had to create separate registrations - Ticket, Ticket with Individual Membership, Ticket with Family Membership. Would have been much easier if they could check off a membership box. Also, had to manually go through the list and make them members in a separate process.
I would like to be able to search donations like you can membership information. This also means I need to be able to add more internal fields to donations. ie: Corporate Matching Gift, Event Donation, Corporate Sponsor, General Use, Specific Fund, etc..
I'd like to then be able to pull these up by topic, like say, look at what one particular fundraising event produced. I did this for an event by adding a field where the donor chose "Pan-Ipswich Challenge" as a donation field and that worked (as opposed to our standard options of General Use or Schooling Field Fund). However, I deleted that option when the event was over and now that info is gone (for now it just shows as blank so I know what it is, but I'll have to add the option back and manually re-link these, and then I can't ever delete it again, even when I don't want to offer it as an option). Also would like to be able to pull out certain categories, ie take out Corporate Sponsors because we track those differently in Quickbooks.
Also, sorting by date. Very tired of exporting to Excel and deleting everything from 2011 and earlier just to look at 2012.