This article covers how to add and edit donation-related fields used when entering Donations in Charity OS.
Donation Settings
1. To access Settings, click on the gear icon in the top-right corner of your account.
2. Select Donations.
Settings > DonationsFund
Funds from your CanadaHelps account are synced in real-time and cannot be deleted within Charity OS. However, you can disable them at any time to hide them from view when adding a new donation.
- To add a new one, click the Add Fund button.
- By default, the option Make this fund eligible for tax receipting is selected. Uncheck this option if donations made to this fund is not eligble for a tax receipt.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Payment method
Default Payment method name options cannot be edited or deleted. However, you can disable them at any time to hide them from view when adding a new donation.
- To add a new one, click the Add Payment method button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Campaign
Profile Campaigns from your CanadaHelps account are synced in real-time and cannot be deleted within Charity OS. However, you can disable them at any time to hide them from view when adding a new donation.
- To add a new Campaign, click the Add Campaign button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
Source
Source allows you to track the origin of donations (e.g. offline, event-based). Default source (Offline) cannot be edited, deleted or disabled.
- To add a new Source, click the Add Source button.
- To edit, hover over the field and click the pencil icon.
- To disable, hover and click on Disable.
- To delete, hover and click on Delete.
- To reorder, simply click and drag them into your preferred order.
