Add an In-Memoriam Payment

An In Memoriam payment is used when a supporter makes a donation in memory of another individual. Recording the payment as an In Memoriam donation links it to the deceased person's record, allowing it to be included in In Memoriam reporting and enabling personalized receipt templates.

 ⭐Before You Begin

Before recording an In Memoriam payment, ensure the deceased person already exists as a contact if you want the donation included in In Memoriam reporting.

Add an In Memoriam Payment

1. Navigate to Contacts.
2. Open the supporter who is making the donation or click Contacts → Add Payment
3. Confirm you are recording the payment against the correct supporter.

Select the Payment Type

Under Payment Type, select In Memoriam.

In the In Memory field, search for and select the deceased person's contact record.

Note: If the deceased contact has been marked as Deceased, select Search inactive records only to locate their record.

If the deceased person is not in your database

If the deceased person does not exist as a contact, their name cannot be selected from the list.

You can enter their name in the Particulars field instead.

Important: Entering a name in the Particulars field does not create a link to an In Memoriam record. Donations entered this way will not appear in In Memoriam reports available from the Money section.

Enter the Payment Details

Complete the payment information.

• Select the appropriate Pay Type (for example, Cash, Cheque or Credit Card).
• Complete any additional fields required for the selected payment method.
• If your organization has a payment gateway configured in Vega, credit card payments can be processed directly from this screen.
• Enter the Total Amount.
• If required, enter a personal message in the Particulars field. This message can be merged into the receipt or acknowledgement letter.

Note: For more information on using merge tags in receipt documents, see the attached article Using Merge Tags

Allocate the Payment

By default, the payment is allocated to your default Campaign and GL Code.

If required, click Distribution to allocate all or part of the payment to another Campaign or GL Code.

1. Select the required Campaign.
2. Select the appropriate GL Code.
3. Enter the amount to allocate.
4. Click Add.

You can split a payment across multiple Campaigns or GL Codes if required.

Note: GL Codes can be imported from Xero (if the integration is enabled) or created manually under Admin.

Complete the Receipt Details

Complete the receipt information before saving.

Recommended Merge Fields

Include the following merge fields in your In Memoriam receipt template.

How the Merge Tags Work