The Household Credits screen displays, as shown below.
When any member of a household makes a donation, a soft credit record can be created for the household, based on organization unit setup.
To add household credits in Household360:
1. From
the Fundraising Information task category in Household360,
click Credits.
The Household Credits screen displays, as shown below.
2. Click Add.
3. Click the Reference No link to open the Order Chooser.
4. Search
for and select the appropriate gift.
The Donor automatically populates based on the selected gift.
5. If
necessary, change the Txn Date.
This is the date the transaction occurred.
6. The Gift Type defaults based on the selected gift and cannot be changed.
7. If necessary, change the Credit Amount.
8. If necessary, change the Description of the gift.
9. The Campaign, Fund, and Appeal default based on the selected gift. If necessary, change these.
10. Select
the Print Date that an acknowledgement letter was generated for
the donor, if necessary.
If the FND630
batch process is run, this field populates automatically.
11. If necessary, enter any Comments.
12. Click Save.
13. Click the Main Page link to return the overview donor information screen.