PURPOSE

Procedure for handling credit card donations received at VCN.
Please note that VCN will send official tax receipts to users who donate $25 or more each year.
At the end of each month, a transcript of the month’s donations is printed out from CanadaHelps.org. Each credit card transaction is to be entered into the Money Database.

STEPS TO BE TAKEN

User’s can make donations using a credit card via CanadaHelps.org. Please refer them to https://www2.vcn.bc.ca/donate for more information on donating to VCN via CanadaHelps.org.

To enter credit card transaction into the Money Database:

1. Follow the instructions for adding a new person as outlined in Individual, Family or Groups Donations; otherwise the process is similar, except for the following steps.
2. When you get to the Payments/Purchases screen, click on the Credit Cards & Other.
3. Enter the amount.
4. Select Donation Credit Card in the “For:” field.

   NOTE:

   Do a User Search in Putty to find the correct login id.

5. Click Save.

PURPOSE

Procedure for handling donations from individuals

Please note that VCN will send official tax receipts to users who donate $25 or more each year.

STEPS TO BE TAKEN

1. Open the money2db database program on the donations computer.
2. Click Payments.
3. Click Individuals.
4. Enter the last name of the person. Press Enter.

   NOTE:

   • The receipt must be made out to the person who wrote the cheque regardless of the Login ID.

5. If the person doesn’t exist in the donations database:
   1. Click Add New Person.
   2. Enter the person’s contact information, then click Save.

    
   If they do:

   1. Highlight the person.
   2. Click Choose Highlighted Person.

NOTE:

Some people just donate money to VCN, enter in “anonymous” for last name.

6. Always click on Donations and always select For “Donation”.
7. Enter the cash or cheque amount. If it is a cash donation, check off “Cash” box.
8. Enter the user’s login id if they have one.

   NOTE:

   Do a User Search in Putty to find the correct login id.

9. Print a copy of the receipt. If the user is in the office, also print a receipt for them.
   1. Click on View or Print Receipts.
   2. Click on the arrow buttons at the bottom to move to the last donation record. (ie Record 9 of 9 (Filtered)).
   3. Check the Date Paid field is today, then click Print Receipt.
   4. Save the document as a .pdf file using the CutePDF program.
      You must save the file inside the folder named Receipt and according to date.
      For example:
      If today’s date was January 10 2013, create a new folder named January 10 2013. Save the file according to the person’s username separated by an underscore and then type the word “Receipt“. An example would be vorvis_Receipt.
   5. Print the .pdf file you created.
10. Hand the user the receipt.
11. For VCN’s copy, write with a pen “Signed and Recorded by your name”under the 2nd line.
12. Before you close the screen: If the donation is a check, stamp it on the back where it is labelled “Endorsement – Signature or Stamp” with the “FOR DEPOSIT ONLY…” stamp. Now write down the “Receipt #” on the back of the cheque too.
13. Fold the paper into a three-fold.
14. Paper-clip the cash or cheque to the paper. If the donation involves coins, place the receipt and donation inside an envelope.
15. Slide it into the designated top drawer.