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. 

  1. Go to Donations on your DonorSecure dashboard.
  2. Find the donation you want to annotate (add a memo to) by using the search bar and double check the date.
  3. Click on the subscription ID next to the donation.
  4. Click Memo on the top right and enter your note.
  5. Click Update Memo and you're done.
  6. You can see any saved memo by clicking on the lowercase i under the payment method column, on your donations page.