How to Manualy Input Donations

  1. Manual Donation Input 1 In the Chums dashboard click on the giving icon.

  2. Manual Donation Input 2 Click the + in Batches.

  3. Manual Donation Input 3 Give your Batch a Name.

  4. Manual Donation Input 4 Click the + in Funds.

  5. Manual Donation Input 5 Give the Fund a name. Add as many Funds as you would like.

  6. Manual Donation Input 6 To enter donations into the Batch choose the name of the Batch.

  7. Manual Donation Input 7 Click the + on the Donations box.

  8. Manual Donation Input 8 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.

  9. Manual Donation Input 9 Type in a persons first or first and last name.

  10. Manual Donation Input 10 Click add to choose that person.

  11. Manual Donation Input 11 Choose the method of payment, Check, Cash or Card.

  12. Manual Donation Input 12 If it’s a Check, enter the check number. If it’s a Card enter the last four digits.

  13. Manual Donation Input 13 Enter the amount, choose which fund it goes to and add any notes. (Notes are not required)

  14. Donation Batch Input 14 If there are other donations from this person Add more.

  15. Manual Donation Input 15 Don’t forget to click Save.

  16. Manual Donation Input 16 If you need to edit the entry or add another entry to the same person click on the ID and edit the donation.

  17. Manual Donation Input 17 Manual Donation Input 18 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.