How to collect donations made by check or cash?

  • Julie
    Asked on September 5, 2024 at 3:26 AM
    Similarly, I will be taking donations in person tomorrow and want to know how to record the form data if they pay me in check or cash.
  • Sonnyfer JotForm Support
    Replied on September 5, 2024 at 3:32 AM

    Hi Julie,

    You can use Purchase Order if you don't want to collect payments upfront. Let me walk you through it:

    1. Open your form in Form Builder and click on the Add Form Elements menu on the left side of the page.
    2. Under the Payment tab, click on Purchase Order to add it to your form.
    3. In the integration setting, change the Payment Type to Collect Donations.

    How to collect donations made by check or cash? Image 1 Screenshot 20


    That's it. Let us know if you need any more help.

  • Arwen JotForm Support
    Replied on September 5, 2024 at 6:51 AM

    Hi Julie,

    As an addition to my colleague's reply, if the people who gave donations in person have already filled out your form, you can manually edit your form data, or you can add them manually through Tables. Let me show you how:

    1. In Tables, choose a cell and enter the desired entry.

    2. Click outside the cell or press the Enter button on your keyboard.

    How to collect donations made by check or cash? Image 1 Screenshot 30

    If they didn't fill your form, you can enter a new submission entry for desired cells manually. Let's do it:

    1. While in Tables, click on ADD on the left side of the page.

    2. Choose a cell and enter your data manually. That's it.

    How to collect donations made by check or cash? Image 2 Screenshot 41

    We also have a guide about How to Edit Submissions to Your Forms that you can check out.

    Reach out again if you have any other questions.

  • julie149
    Replied on September 8, 2024 at 11:52 AM

    Thank you so much, this was really helpful!


Your Answer