How can I add offline donations (cash, checks, or credit card processed by other sources)?

Here's how you can easily add manual or offline donations to any campaign. Your records will reflect these donations so your fundraising totals will be accurate. Another perk is that we don't charge any fees on manual/offline donations. 

Adding an offline donation for a new donor

Step 1

Log into your Donorbox dashboard, and navigate to the 'campaign' tab in the navigation bar.

Step 2

Next to each campaign, there is a +Add Offline Donation link (see screenshot below). If you don't have a campaign, you will need to create one because all donations need to be recorded against a campaign.

 

Step 3

You'll be redirected to a new page that will allow you to enter your donor's details, followed by their donation.

Adding an offline donation for an existing donor

Step 1

Log into your Donorbox dashboard, and go to your Supporters (formerly Donors) page.

Step 2

Search for the donor using their name or email address, and click on their first or last name.

Step 3

On the donor profile, go to the Donations tab and click the +Add Donation button, as shown below.

Step 4

You will then be redirected to the Add offline donation page where you can select the campaign, and add the donation. Please be sure to click the Create donation button once done.

Please note:

Before the Receipt tab becomes available on your Donorbox account (to print/download receipts, including offline receipts), the criteria below will need to be met for all new Donorbox users due to security purposes:

1. Your Donorbox account will need to be fully confirmed
2. New organizations who recently joined Donorbox will need to wait 30 days and have a minimum of $500 in online donations
3. A payment processor, Stripe or PayPal, will need to be added 

Offline donations will not count towards your billing total. Your monthly Donorbox platform fee will not be affected in any manner.