Adding memos to donations
How to add memos
Adding memos to specific donations can help you keep track of referrals or notes about a specific donor or donation.
- Go to Donations on your DonorSecure dashboard.
- Find the donation you want to annotate (add a memo to) by using the search bar and double check the date.
- Click on the subscription ID next to the donation.
- Click Memo on the top right and enter your note.
- Click Update Memo and you're done.
- You can see any saved memo by clicking on the lowercase i under the payment method column, on your donations page.
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