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How can I record and acknowledge donations received in person?
You can instantly record donations received from walk-in donors and share the donation receipt with them. Donations received through cash, cheque, bank transfer, or any other payment method can be manually recorded in Zoho ERP.
To record a donation:
- Log in to your Zoho ERP organisation.
- Navigate to the Contributions module.
- Click Donations in the top modular bar.
- Click + New to create a donation record.
- Fill in the necessary details.
- Select the Mode of Payment and Section Code as required.
- Click Save.
Once the donation is saved, the donation receipt is automatically generated. You can instantly share it via Email, WhatsApp, or SMS. Alternatively, you can download it as a PDF or print it for your physical records.