Once a fiscal donation is entered in Argenta, you can open it to view or change the details, record who solicited it, send or print a receipt, and work with related files and notes.

Open a fiscal donation

From the left menu, go to Fundraising > Donations for the full list of your fiscal donations. Search or scroll to find the one you want, then click the open icon to open the Fiscal Donation Workspace on the Donation Details screen.

Edit and receipt the donation

On the Donation Details screen, change whatever you need. You can record who brought the gift in with the Solicited By (Team Member) field, and use Send Donor A Receipt or Print Receipt to deliver a receipt. When you're done, click Save All & Continue to keep working or Save All & Exit to save and return to the list.

The rest of the workspace

Besides Donation Details, the Fiscal Donation Workspace has these tabs: Connections, Refunds, Donation Files, Donation Notes, and Record Permissions.