How to Add a Payment in Donor Management

Let's Learn:

• How to Add a Payment?
• Supported payment methods:

In Panorama Donor Management, all donations are recorded as Payments. Payments may include monetary contributions or in-kind donations (zero-dollar items).

Payments can be added either from a constituent’s profile or from the Gifts tab within Panorama Donor Management.

How to Add a Payment?

Step 1. Identifying the Constituent: You can add a payment in either of the following ways:

From a constituent profile:

• Open the constituent’s profile.

• Click “Add Payment” in the upper-right corner.

You can first view a constituent profile and then click "Add Payment" on the top right of their profile. 

Or From the Gifts section:

• Navigate to the Gifts tab in Donor Management.

• Click “Add Payment” in the upper-right corner.

Step 2. Enter Donation Information

In the Donation Information section:

• Enter the Amount. 

• Select a Fund (required).

  • You may also click “Add Fund” to create a new one.

• The following fields are optional:

  • Campaign

  • Appeal

  • Designation

  • Solicitor

  • Event

If no values are selected for optional fields, they will default to None.

Step 3. Enter Payment Information

Under the Payment information, you select the date received. It auto-defaults to the date the payment is made in donor management but you have an option to change the date. This page will also show some custom fields/questions.

If it's an anonymous gift, you can check the box for "This is an anonymous gift"

If the amount received differs from the tax deductible amount, because the constituent received a benefit from their payment, check the box next to "Use a different tax deductible amount for the receipt" and enter the tax deductible amount. 

For the rest of the page, enter information as needed. The only required fields on this page is the Payment Method. 

The page will ask you additional fields to fill out based on the payment method selected. 

Supported payment methods:

The Payment method can be in a form of the following

Money: Can be a Cash, Credit card, Check, Online Payment, EFT, or Payroll

Securities: This can be Bonds or Stocks

In-Kind: Non-cash donations (e.g., goods or services)

Step 4: Acknowledgement Information: On this page, you can add honor/memorial information if applicable. You will also have the opportunity to add the payment to a thank-you letter or receipt list. 

• To add a payment to a thank you letter list, under the Select an acknowledgement method, select "Add to 'Thank You Letters' mailing list." Selecting this option will simply add this payment to the mailing list to be thanked, and once it has been added to that queue, you would go to the Mailings section of the Donor management and proceed with the mailing process to send the letter.

• To add a payment to a receipt list, click the dropdown for the receipt list and select the list that you'd like to add the payment to. Once you have sent the receipt through the Mailings area, the receipt information (including receipt number and receipt date) will be automatically added to the payment.

Step 4. Saving the Payment: After reviewing the details selected within this window, you can complete this process by selecting "ADD PAYMENT". This will then add the payment to the constituents record, along with adding it to your list of payments already in the database.