Donations Procedure

Managing Credit Card Donations

Posted March 16, 2014 by VCN.
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.