Recording a Cash or Check Donation¶

Step 1

Go to the Mission Trip Involvement, click the People > Senders tab, and click Add Senders.

Using the normal Search / Add process, find and select the person and then click Commit and Add.

Step 2

Click the Pencil Icon under the Actions column for the person you just added to open the Member Dialog box. The Member Type will be InActive.

Click the green Transaction button and select Add Mission Trip Support.

Step 3

Select the Goer (Participant) from the drop down menu whose balance should be reduced by the donation.

Enter the amount in the Amount Goer box.

If the Supporter is also making an undesignated gift (not applied toward a specific Goer’s balance), enter that amount in the Amount General box.

Enter the check number in the Check No box. If the gift is cash, enter Cash.

Click the blue Add Donation button.

Important

Do not use punctuation when entering dollar amounts. Example: enter 150; not $150.00.

Step 4

If that Supporter’s donation is to support more than one Goer, click the Continue button and repeat Step 3.

If you are finished with that Supporter’s donation, click the Close button.

What Happens When You Record a Donation¶

• A Mission Trip Contributions Batch is created for the day, if one doesn’t currently exist.

• The Notes on the donor’s contribution will display the Mission Trip information. Example: SupportMissionTrip: org=89979; goer=10245.

• The donation is recorded on the giving record of the Supporter (Sender).

• The donation is assigned to the Donation Fund indicated in the Involvement’s registration settings.

• The donation is applied to the balance of the Goer.

• The Goer will receive a notification email using the Mission Trip Support Notice email template.

Sending a Support Link for an Online Donation¶

If someone wants to make an online donation toward a Goer’s trip and did not receive a support email, you can easily send them a link.

Step 1

Go to the Mission Trip Involvement and click the Pencil Icon under the Actions column for the Goer’s name (the person they want to support). This opens the Member Dialog.

Step 2

Right-click on the SupportLink and Copy Link Address.

Step 3

Paste the link into an email to the person wanting to make an online donation.

When the supporter clicks the link, they will be asked to enter their first name, last name, and email address so the system can identify them (or create a new profile). The Goer will already be pre-selected as the donation recipient. There is also a field for general support for the trip.

Adjusting the Trip Fee¶

If the cost of the trip changes after people have already registered, you can adjust the fee for all current members of the Involvement with one transaction. This works the same for Mission Trip registrations as for other online registrations with fees.

Moving Donations — Changing a Goer to a Sender¶

If someone registers for a trip and pays the deposit but later cannot go and wants to apply the donation to the General Trip fund:

1. Drop the Goer from the Involvement and check the box Remove From Enrollment History.

2. Add the person as a Sender.

3. Open member dialog by clicking on the pencil icon under Actions. Select Add Mission Trip Support from the green Transaction dropdown.

4. Do not select a Goer (leave it undesignated).

5. Enter the dollar amount in the Amount General field.

6. Click Add Donation

7. Remove the donation from the Mission Trip batch where this payment appears. If entered today, it would be in the batch dated for today. Do this so the person doesn’t have duplicate giving credit on their giving record.

Each of those actions (initial registration and the Add Support) created a donation record. It doesn’t matter which one you remove. Just make sure you have a message in the note section regarding what happened.

This puts the amount as undesignated, and because the person is no longer listed as a Goer (or has any history), the previous total for that person is removed from the Mission Trip Funding report.

If you previously tried another method (such as changing the Member Type to InActive) and the person’s original total is still on the report:

1. Drop the person as a Sender.

2. Add them back as a Sender.

3. Follow Steps 3–7 above.

Using Discount Codes with Mission Trips¶

With all of the features built into Mission Trip online registrations and the Member Dialog, you generally do not need to issue Discount Codes for someone to register for a trip or make subsequent payments. That said, you can still use Discount Codes if you want.

Discount Code for the Initial Deposit (First Payment)

If a registrant uses a Discount Code for the first payment (the deposit), the system treats the Discount Code as a discount. It does not assume the Discount Coderepresents a cash or check payment.

1. Create a Discount Code for the specific Involvement in the amount of the discount and give the code to the registrant.

2. The registrant registers online, selects Pay Deposit Only, enters the Discount Code, and clicks Apply.

3. The registrant receives a confirmation with a paylink showing the current balance after the Discount.

4. They use that paylink for all subsequent online payments.

5. The Discount Codepayment will NOT create an online batch or a contribution record for the Goer.

Discount Code for a Subsequent Payment Using a Paylink

If the registrant makes a cash or check payment, you can create a Discount Code for them:

1. The Goer uses the paylink from their confirmation email.

2. They change the amount at the top (which will be the total amount owed) to the cash/check amount (the Discount amount).

3. They enter the Discount Code and press Apply.

4. This reduces the Goer’s balance by the Discount amount.

5. It creates an online bundle record.

6. The amount displays on the Goer’s giving record.

Alternative to Discount Code: Deposit Extra Value

You can have a System Admin create a Deposit Extra Value on the Goer’s record. This allows the Goer to register online without paying a deposit (their balance will be the full trip amount). To give them a scholarship, use the Transaction Adjustment.

See also

Deposit Extra Value

Add Transaction or Make Adjustment

New consolidated article combining donations, payments, fee adjustments, and coupons. Added note about Public Funding Pages redirecting support links.