Close out is not an automatic process. You will need to sign in to Panorama to charge your donors. Follow these simple steps to close out your online cash donations!
When you receive an online cash donation, the donation will appear under Close Out > Donations. To process it:
- Go to Close Out > Donations.
- Click on the Confirm button next to each donation.
- Please note: If you need to make any changes to the order, such as Payment Type, Amount, or even Remove the order, click on Payment & Comments before clicking on the Confirm button.
- Go to Close Out > Process Payments
- Click on the Process button next to each of the transactions