In general, your migration to CommunitySuite will include migrating over your historical donations; however, you have the option to manually add historical donations if they were not a part of your initial migration.
- Navigate to the Donors page.
- Enter the profile name in the Search Donors field for and select the profile from the drop-down list.
- Click Historical Donation in the left-side menu.
- Complete the applicable Add Historical Donation information, and then click Create.
- Donation Date, Amount, and Destination Fund are required fields.
- Check the Need Tax Receipt box to add the historical donation record to the list of unsent tax receipts within the Donations page.
- Check the Non-Cash Donation box to indicate that the historical donation was a non-cash donation.
- This is used for reporting purposes.
- This is used for reporting purposes.