Understanding Offline Donations

To better understand incoming offline donations, we suggest reading our article geared towards supporters who own a peer page, linked here. Supporters who own a peer page and receive a donation outside of the platform have the ability to add this donation into the system to go towards their goal from their peer page by clicking the "I Received a Donation" button.

This article will review the process of marking these offline donations as paid when you, as an organizer, receive payment from the peer page owner. In addition, this article will review the process of removing these donations should you not receive payment from the peer page owner. 

• Adding a Payment Intent Note
• Marking an Offline Donation as "Paid" 
• Removing an Offline Donation

Adding a Payment Intent Note

1. Navigate to the 'Donations' tab. 

2. Under the "Name" column, you will see "Offline Donation," shown below. 

3. Next, scroll to the left and click the "Update Payment Intent" button. This button can be found to the right of the "Payment Intent" column, pictured below. 

4. After clicking"Update Payment Intent," you will see the pop-up pictured below. In the field provided, enter in a note on when you intend to receive payment. Once you have entered your note, click the blue "Update" button. 

We suggest including a note on when you intend to receive payment, the form of the payment, etc... Some of our suggested formats are listed  below. 

• Check to be sent post event
• Cash to be turned in 07/15
• Check ending in 3056 sent on 04/22

Marking an Offline Donation as "Paid" 

1. On the 'Donations' tab, locate the donation you are looking to mark as "paid."

2. Once located, click "Update Payment Intent." 

3. After, update the payment note to signify what payment you received and any other applicable information. Some example of final payment notes can be found below:

• Check 4578 received as of 04/14
• Cash given to Susan 05/23

4. To finalize this donation and mark as "paid," click "Mark as Paid," shown below.

5. Once marked as paid, it will show "Paid - Offline," pictured below.

Removing an Offline Donation (If You Never Received Payment)

1. To remove an "Offline Donation" you have not received payment for and do not intend to receive payment for, click the ellipsis to the left of the "Offline Donation."

2. Click "Delete" to remove this donation from the affiliated peer page.