Donations

This article outlines how to set up Donations in the system. It covers the steps for creating Donations, adding associated fees, processing purchases via both the Admin and WebReg modules, and managing donation accounts.

Navigation:
Main Menu → Services → Donations

Applies To:
Enterprise, Plus, Basic

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Overview

Donations allow clients to purchase a prepaid balance, which can be used towards course registration fees. Donations enabled in the WebReg module will appear under the Course Search, and they can be set up with specific amounts or denominations. This feature also facilitates the management of tuition Donations and placing the donation amount "On Account" for future course registrations.

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Setting Up a Donation

To Add a Donation:

1. Navigate to Main Menu → Services → Donations
2. Click the New Donation button to create a new donation.
3. Complete the necessary fields. 
4. Create the Donation record.

To Add a Section to the Donation:

1. Click the View button for the Donation.
2. Go to the Sections tab.
3. Click the New Section button.
4. Create the Donation section.

Adding Donation Fees

• Donation fees are added using the same method as course section fees.
• Donation Amounts: The fee amount will correspond to the donation balance.
• Note: Discounts are not applicable to Donations.

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Purchasing a Donation

Via the Admin Module:

1. To register clients for products, go to Main Menu → Clients → Assignments.
2. The process for completing the registration is the same as for courses.
3. Be sure to select Donation for the Service Type.

Via the WebReg Module:

1. Clients can register for Donations after adding them to their cart.
2. The checkout process is the same as for course registrations.

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Adding a Donation via the Admin Module

Via the Admin Module:

Create the Assignment:

1. To register clients for products, go to Main Menu → Clients → Assignments.
2. The process for completing the registration is the same as for courses.
3. Be sure to select Donation for the Service Type.

Create Invoice and Payment:

• Manually add the invoice for the donation assignment.
• Upon recording payment, issue an OnAccount Given transaction to place the donation balance in the client’s account.

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Conclusion

This guide helps set up Donations for clients, including both Admin and WebReg module purchasing options. By following the outlined steps, you can manage donation accounts and allow clients to use donation balances for course registrations. For further assistance, refer to related articles or contact support.