Donations, invoices, and vouchers can all be linked to campaigns.
When tickets are sold, donations and/or invoices are automatically connected to the campaign.
Manually Connect Transaction to Campaign
When an online donation, not a ticket sale, is made or a donation is processed manually, it will not automatically be connected to a campaign.
Connect a Donation
Posted donations can be added to a campaign.
- Click [add] on the donation record.
- A list of all non-archived campaigns will appear. Click the appropriate campaign name.
You can also connect a donation to a campaign while the donation is being created. Click the Campaign field and select a campaign from the drop-down menu.
Connect an Invoice or Voucher
Invoices and vouchers can be connected to a campaign after they are created.
- Click [add] on the invoice or voucher record.
- A list of all non-archived campaigns will appear. Click the appropriate campaign name.
Invoices can be linked to a campaign before or after they are posted. Vouchers can only be linked to a campaign before they are posted.
Campaign Financial Reports
- Navigate to a campaign that has transactions linked to it.
- Click Donations, Invoices, or Income Statement in the left-side menu.
- Donations - Lists all donations linked to the campaign. This will include donations that were manually linked to the campaign and the charitable portion of ticket sales.
- Invoices - Lists all invoices linked to the campaign. This will include invoices that were manually linked to the campaign and the non-charitable portion of ticket sales.
- Income Statement - This lists all revenue and expenses linked to the campaign.
- Revenue - Support is the donations total. Other Income is the invoices total.
- Expenses - Program is the vouchers total.
