How to Record a Contribution | support.chabadsuite.com

Recording an Offline (Manual) Contribution

Find the Donor
- Search for the donor’s name in the CRM and navigate to their profile.
- Click the "Contributions" tab.
Start a New Contribution
- Click the button to “Record a Contribution.”
Fill Out Contribution Details
- Financial Type: Select what kind of payment it is (e.g., donation, event fee, tuition).
- Amount: Enter the total amount.
- Contribution Source: Optionally specify the purpose (e.g., for an aliyah, sponsorship, etc.).
- Status: Choose "Completed" if paid, or "Pending" if it’s a pledge or to be paid later.
- Send Receipt: Check if the payment is completed and you want to send a receipt immediately.
- Payment Method: Choose from check, cash, credit card, etc. Enter a check number or other info as required.
Additional Details
- Internal Notes: For office use only, not visible to donors.
- Dedication: Add a donor-facing note if the gift is in honor or memory of someone; this appears on the receipt.
Save the Contribution
- If status is "Pending," the contribution will be recorded with a balance due.
- If payment is received later, return to the record and select “Record Payment.”
- Enter the payment details, amount, and send receipt if needed.

After a payment is recorded, you can send a receipt by clicking the three dots next to the contribution and selecting “Send Receipt.” Choose to send by email or download a PDF.
Receipts display all relevant info, including type, amount, date, payment method, donor name, and any dedications.
Customize receipt design and content under Administer > CiviContribute > Receipt Settings (logo, colors, messages, tax ID, organization address).

To process a real-time credit card donation for a donor:
- Click “Submit Credit Card Contribution.”
- Fill in donation amounts and select the payment processor.
- Enter the credit card details and choose recurring options if applicable.
- Send the receipt upon completion, the donation is charged and recorded live.