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Add a Transaction from the Client File

DETAILED PROCEDURE

Add a transaction from the client file

A transaction can be added directly from a client’s file in Prodon Web.
This method allows you to quickly create a transaction while automatically linking the client’s information.

Access the client file

  1. Open the Clients section from the main menu.
  2. Search for the desired client using the search bar.
  3. Once you locate the client, click on their row to open their file.

In the client file, select “Add a transaction.”

Enter the transaction information

Occasion

  • Specify the occasion and the activity associated with the transaction.
  • If needed, adjust the accounting allocation and other optional details.
  • Proceed to the next step by clicking Next.

Amount and payment method

  • Enter the transaction amount.
  • Select the appropriate payment method and add a reference if needed.
  • Choose the receipt and acknowledgement options.
  • Click Next to continue.

Client

  • Review or update the client’s information.
  • For a transaction linked to a company, search for the contact to associate.
  • If necessary, add a client comment (not visible in Prodon Classic).
  • Then click Next or Complete, depending on your needs.

Optional information (as needed)

Third party (optional)

  • Complete the information about the third‑party donor if applicable.
  • Click Next or Complete.

Notes (optional)

  • Add an administrative note.
  • This note will be visible in Prodon Classic for internal reference.
  • Then click Next or Complete.

Solicitor (optional)

  • Select the solicitor associated with the transaction, if applicable.
  • Proceed to the next step or complete.

Recognition program (optional)

  • If recognition for the transaction should be assigned to another client, select that client at this step.
  • This ensures that the correct person is acknowledged in the recognition program.
  • Complete the transaction by clicking Complete.

Additional information is available in our Frequently Asked Questions, accessible in the following documentation:

FAQ — Add a Transaction from the Client File