How To Record Donations


The Bidding/Sales Dashboard.

You open the Record Donations dashboard from the main Event Dashboard by clicking the Bidding/Sales menu item.


The Record Donation tab.

The Record Donation tab uses a very similar layout and approach as the Record Bids tab. The general functionality of the Record Donation tab is also very similar to the Record Purchases tab.

In general, you would select a Donation Item and a Bidder to record their donation.


An example Donation Item and Bidder taken from Auctria demo data.

There is also the option to record a Cash donation under the Record Donation tab by not selecting an Item (using an empty Item field).


A Cash donation will not be specifically assigned to any particular project for the fundraiser. Suppose you know where the donations are targeted. In that case, it is best to use Donation Items type items and select an appropriate item when recording donations.

With the Item and Bidder selected, the default for the Amount will be the item's value of a single quantity based on the Total Amount.


Changing the quantity will automatically calculate and update the amount fields.


Changing to the unit price option allows you to set a different unit price than what the Item Details value has been set at.


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When you Record bids, purchases, or donations, the default payment method selected is None.

By default, the dollar amount being recorded will be applied to the Bidder record and be an outstanding balance on their account.


An example from a demonstration event showing all possible payment method tabs.

To record a payment, select either the Credit Card tab or the Other tab (or the Registered Card tab, if available).

Enter payment

When recording a purchase, you may also want to record that it has been paid. For example, if you enter purchases before the event, you may wish to register pre-payments. See the Checkout Payment Options for more details.

Learn about related topics:

Last reviewed: February 2024
How To Record Donations
An overview of the function to record supporter donations.