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Transferring Donations

Convert a Donation into a Payment

A registrant may have made a donation that was supposed to be a payment. In that case, you can convert the donation into a payment.
  1. Add the event registration. You can add the Event Participant record manually or through the event registration.
    • Manual:
      1. To add an event participant to the event, open the Event record.
      2. Go to the Participants tab.
      3. Click New.
      4. Add the person with the participation status 02 Registered.
      5. Click Save.
      6. If there is a form assigned to the event, you can enter that information through the Add A Payment Tool.
    • Event Registration: The participant can complete the registration as anyone would online. Since they have already paid, you will need to give them a promo code that removes the registration total. This way they can submit the registration (and create an Event Participant record and form response) without making a payment.
  2. Add the payment. Once the participant has an Event Participant record, use the Add A Payment Tool.
    • Event Registration: If the event participant was added through registration, you must manually modify the Invoice and Invoice Detail records before using the Add A Payment Tool. To do this:
      1. Open the Invoice record.
      2. Change the invoice total to the total payment amount.
      3. Open the Invoice Detail record for the promo code.
      4. Change the line total to $0.
  3. Handle the donation. Once you create the Event Participant record and add the payment information, you can update the Donation record.
    • The method for handling depends on how donations are recorded in your General Ledger. You can either add a negative donation to cancel out the current one or set the donation to $0 and add a note as to why it is $0.
    • See Making Corrections for insight on the General Ledger impact.
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Last updated: January 3, 2025