b. How to Add a Donation Made Offline

Once you've set up a Donation Fund, if you need to manually keep track of a donation provided offline, you can add parent donations on TUIO*. This works similarly to the 'Mark as paid' feature for offline payments (cash/check), allowing you to reconcile those payments on TUIO for bookkeeping purposes, and provide PDF receipts to donors.

*Note: Parents can self serve provide you donations online in their TUIO parent portal, once you have set it up in your admin account. 

Go to the Donations tab and click the green Add Donation button. 

A window will pop up where you can type in a parent name to select the appropriate donor, and then choose the amount that was paid:

1. The 'Items' header lists all the funds that have been set up. The Item choice updates what 'Amounts' are displayed below, according to the fund(s).
2. The 'Amount' header lists all the donation amounts within a fund. If you offer custom amounts then those can be selected from the 'Other' option.
3. The 'Frequency' header provides the option for one-time or recurring monthly donations.

Click the Create button to add the donation.

Click on the Donation number (in green) and you will be directed to the page for that Donation. Here you can click Mark As Paid to complete the Donation as paid. You can choose a Transaction Date from the calendar menu, and if none is chosen the current date will be applied automatically. You can also add notes to the 'Note' section, such as check numbers or "cash" for cash donations.

Click the green Pay button to complete the activity of marking the donation as paid offline.