You will need to add a transaction to the dashboard if someone sent you cash/check for tickets, tables, teams, or sponsorships.
To add a transaction:
1. Select the plus button to add new
(This will open the transactions editor)
2. List a referral
*This is the person who gets credit on the leaderboards. Can list the same name as the donation.
**The referral happens organically when someone makes a purchase or donates through the website.
3. Add Name
4. Company (if applicable)
*This will allow you to send this donor a receipt
6. Phone Number
7. Transaction Type:
Donation, Ticket(s), Table(s), Sponsorship
*Remember to mark "table" if you are using the function for teams
9. The "in honor of" field
*This does not appear anywhere on the website. This is just for your records/data.
10. Anonymous Donation: YES or NO
This process does not automatically send a receipt. If you have an email address on file, select the option to send the email (under the actions column).
See more in the "about the transactions" section.
**NOTE: Adding a transaction in the dashboard will NOT automatically create the product (ticket, table, team).
You will have to follow the instructions to add an off-line table/team or ticket:
Adding a Table
Adding a Team
Adding a Ticket