There are some agencies (like United Way) that collect money and give you a donation that is really from a number of people. If those people's donations need to be individually receipted, then you have to sell a gift certificate to the main agency and pay for it using their check. Here are the steps:
Open the patron record for the agency who sent the check
- Open the Patron Window for the agency account
- Go to the Pass/G.C. Tab and click the Buy button to start the process to sell a new pass
Patron Window
Sell a dollar value gift certificate
- Edit the Issued Passes Amount to the full value of the agency check
- Click Save
- Close the Pass Detail Window
Pass Detail Window
Add a new donation to the individual patron accounts
- For each individual included in the agency's list, open the Patron Window >> Donation Tab and enter a donation for the amount each person gave
Pay for each donation with a pass
- For each donation order, choose Pass as the Payment Method
Payment Screen
Select the gift certificate you sold to the agency for payment
- In the Pass Payment Selection Screen, locate the agency gift certificate and use the Accept button to apply it
- Repeat for all individuals until the full amount of the agency's gift certificate has been applied
Pass Payment Screen