Using the Additional Information Menu > Former Pupil Donations

Once you have opened a former pupil record in the Pupil Manager module, use the Donations option to log donations and legacies to your school.

To log donations, follow the steps below:

1. In the Pupil Manager module, select the Former Pupils tab.
2. Search and select a former pupil record to work with.
3. Go to the Additional Information menu and select Donations:
   

4. Complete the fields available:

   Field	Explanation
   Legator	Check the box if the former pupil intends on leaving a legacy in their will.
   Donor	Check the box if the former pupil is a donor.
   Category	Use this to categorise types of donor. Click  to add more categories to the drop down list.
   Donation Notes	Add further details of the donation or legacy. This is useful for adding details of intended legacies.

5. Either:
   
   • Click Update Data to save the new data.
     or
   • Click Reload Record to refresh the record with the last saved data.
6. Select the Donation History tab:
   

7. Complete the fields available:

   Field	Explanation
   Date	Enter the date that the donation was made.
   Type	Use this to categorise donations. Click  to add more categories to the drop down list.
   Value	Enter the donation amount.
   Notes	Add more detail about the donation. For example whether a donation is a one off.
   Reference	Add your own reference, as required. For example, a cheque number or the event where the donation was given.

8. Click Update Data to save the new data.
   The donation is listed at the bottom of the screen.

• Click  to edit donation details.
• Click  to delete donation details.