In the Chums dashboard click on the giving icon.
Click the + in Batches.
Give your Batch a Name.
Click the + in Funds.
Give the Fund a name. Add as many Funds as you would like.
To enter donations into the Batch choose the name of the Batch.
Click the + on the Donations box.
Choose the person who gave the donation or if Anonymous just leave it. If the person is not in your Chums database you will need to enter them for Chums to record their donation under their name.
Type in a persons first or first and last name.
Click add to choose that person.
Choose the method of payment, Check, Cash or Card.
If it’s a Check, enter the check number. If it’s a Card enter the last four digits.
Enter the amount, choose which fund it goes to and add any notes. (Notes are not required)
If there are other donations from this person Add more.
Don’t forget to click Save.
If you need to edit the entry or add another entry to the same person click on the ID and edit the donation.
To prepare reports click the download icon and it will download a csv file to your downloads. You can then use this file with excel or numbers to create a mail merge.