SwimOffice Admin - Super User

To approve an offline donor (i.e., those who donate by cash or check),

  1. In the side menu click TUMoney > Event Fundraising Admin.
  2. Click the Results tab.
  3. Use your search filters and click Search to find your donor name.
  4. Place a checkmark to the left of the donor name.
  5. Click the Approve Offline button.
  6. Confirm the information and click Approve Offline Donations Above and then click OK.

Note: This process does NOT automatically email an invoice to the donor. See the first article below to do that.

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See Also
Send receipts to donors
Add an offline donor
What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?