How to Add Internal Notes for Donation Records

To add internal notes for your donation records, please log into your Donorbox Account, and click on the Donations tab. This will display a list of all your donations in a table format. Under "Internal Notes" click "Edit". Type in your note and hit "Save". Your note will be saved and displayed.

To edit your notes, follow Steps 1 and 2. After clicking the "Edit" button, the existing note will display in a popup window where you can make your edit. Hit "Save" when you are done. 

Steps