If you’ve received an offline donation, you can manually add it to your records within the WooCommerce backend. This guide outlines the steps to seamlessly include offline donations, ensuring accurate tracking and reporting for your fundraising efforts.
1. Access WooCommerce Backend:
- Log in to your WordPress admin dashboard.
- Navigate to WooCommerce from the left-hand menu.
2. Create a New Order:
- Within the WooCommerce dashboard, click on the “Orders” tab.
- Click on the “Add Order” button at the top of the page.
3. Enter Donation Details:
- Fill in the required fields for the offline donation order.
- Customer Information: Enter the donor’s name, email, and any other relevant contact information. If the donor wishes to remain anonymous, you can use a generic placeholder name or mark the order as anonymous.
- Order Items: In the “Order Items” section, add a line item for the donation amount. You can create a custom product for donations or simply add a line item with a description like “Offline Donation” and specify the amount.
- Payment Method: Select “Cash on Delivery” or another appropriate payment method that indicates the donation was received offline.
- Order Notes: Add any additional notes or details related to the offline donation, such as the purpose of the donation or any special instructions from the donor.
4. Save Order:
- Once you have entered all the necessary information, click the “Save Order” button to create the offline donation order.
5. Confirmation and Record-Keeping:
- After saving the order, you’ll receive a confirmation message indicating that the order has been successfully created.
- Ensure that you keep accurate records of offline donations for accounting and reporting purposes.
6. Optional: Notify Donor:
- If desired, you can send a confirmation email or receipt to the donor to acknowledge their offline donation. You can use the “Resend Order Emails” feature within WooCommerce to send an email to the donor with the order details.
By following these simple steps, you can efficiently add offline donations to your WooCommerce platform, allowing you to maintain comprehensive records of all contributions received, whether online or offline. This ensures transparency and accountability in your fundraising efforts, helping you to effectively manage and report on your donation activities.