Many organizations need to be able to determine if funds were from a "Payment" or a "Donation". ServiceReef makes this easy for your organization.
We recommend utilizing the "Payment Task" to accomplish this. If you are unsure how to create a Task, please check out this article.
Go to your Organization Dashboard>Financial>Donations & Payments. While viewing this page, you will not be able to determine which are donations and which are payments. Click on Export to get the Excel Document.
Once you have the Excel Document, you will be able to see the "Description" of each "Donation & Payment". The description from a "Payment" (utilizing the Payment Task) will show the "Task Name" under the Description.
Donations made as a "donation" will appear with "Donation" text descritptions.
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