Supporter-led payments can be used for peer-to-peer giving when your contact is donating in response to fundraised activity by another contact.
The payment will then show as being donated on one contact and fundraised by the other.
It is not a requirement to connect a fundraiser or team, this is optional functionality.
To assign a Supporter-Led Fundraising payment from the payment form:
- Click Add Payment
- Click on the Supporter-Led Fundraising payment type
- Assign a team or fundraiser, or both by entering the contact name (or part of) and clicking search
- Enter the payment details as usual.
Viewing a Payment
Once the payment is entered you can view it on the contact who donated the money, the Fundraiser and Team details will show in the payment grid.
Or you can view the payment on the Fundraiser or Team contact, the payment from and Team details will display here.
On the Fundraiser or Team contact the total fundraised payments will show in the Payments Statistics.
The Team and Fundraiser will show in the All Successful Payments preset query to identify Supporter-Led Fundraising payments