20.2.1. Straight Donation From Person

A straight donation is when a person or a business gives a donation without being attached to an appointment.
Clinic HQ provides separate workflows for donations that are associated with appointments.

Straight donations can be received in many ways, including checks, cash, or card payments. Regardless of how the funds are received, the most important step is properly recording the donation in the system.

Processing a Straight Donation.

Follow the steps below to record a straight donation.

1. Open Accounting.
2. Select Take Donation.
   ✅ Pro Tip: You can also access this tool quickly by pressing Ctrl + K and using Quick Search.
3. Select the grant pot the donation should be credited to.
   Most clinics use a pot named Donations.
   ❌ Caution: This funding pot must already be set up before recording donations.
4. Complete the Donation Source section.

• Person: Enter the donor’s contact information and select Next.
• Organization: Select this option for grantors or businesses (for example, foundations), then select Next.

#_ Choose the payment type and enter the donation amount.

1. Select Save to record the donation.

✅ Pro Tip: If an email address is entered for the donor, the system will automatically send a thank-you email.