Ribbon provides a straightforward process for sending Donation Requests to donors who have pledged specific amounts and prefer to be invoiced.
Step 1: Access the Donations Tab
Begin by clicking on the "Donations" tab, which is prominently displayed in the Ribbon platform's navigation.
Step 2: Click on "New Donations"
On the Donations Dashboard page, locate and click on the "New Donations" button. This action will initiate the process of creating a new donation request.
Step 3: Select or Add a Donor
In the Donation window, you have the option to select a current donor by searching for their name. Alternatively, you can add a new donor by clicking on "Add Donor" if the donor is not already in the system.
Step 4: Fill in the Expected Donation Amount
Specify the expected donation amount in the provided field. This amount should align with the donor's pledge or agreement.
Step 5: Send Donation Request
Once you have entered the donor information and the expected donation amount, click on the "Send Donation Request" button. This action triggers the system to generate and send an invoice to the donor for the specified amount.
Important Notes:
- Ensure that the donor's information is accurately entered to facilitate seamless communication.
- Double-check the expected donation amount to match the donor's pledge.