/
Back

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.