How do I record a cash donation?

Cash gifts go in through the Add Donation form in your Donations section. Cash is actually the default payment method there, so it takes under a minute.

Steps

1. Open your campaign, go to Donations, and click Add Donation.
2. Fill in Donor Information — first name is required; add an email if the donor should get a receipt.
3. In Payment Details, leave the method as Cash (other options: Check, Wire Transfer, Credit Card (Offline), Bit, Other), enter the amount and currency, and set the Date Received if it wasn't today.
4. Optionally pick a Team Assignment — a single team, or a split divided evenly across two or more teams — add a public Dedication Message or private Internal Notes, or check Record as Anonymous Donation. On Pledgix Pro and Political plans (the Pledgix team can enable it elsewhere on request), a Silent entry checkbox records the gift with no receipt, notification, or public announcement.
5. Click Add Donation — or Save & Add Another if you're entering a stack of envelopes.

The gift is added to your campaign total right away (choose status Pending instead of Approved if the money hasn't actually been collected yet).

Recording a live card payment instead

If a donor hands you their card details, don't use Add Donation's offline methods — use the Charge Card button next to it, which actually processes the payment. The form also has a recurring mode for setting up a Monthly or Installments plan with the donor's card, where recurring giving is available — see Recording offline and manual donations.

Tip: For dozens of offline gifts at once, the spreadsheet importer is much faster — see Importing donations from a spreadsheet. The full manual-entry guide is Recording offline and manual donations.