FAQ — Add a Transaction from the Client File
1. Where can I add a transaction for a client?
You can add a transaction directly from the client’s file, available in the Clients section.
2. How do I access a client’s file?
Open the Clients tab, search for the client using the search bar, then click on their row to open their file.
3. How do I start adding a transaction?
In the client file, click “Add a transaction.”
4. What information do I need to enter for the Occasion?
You must enter:
- the occasion,
- the activity,
- and, if needed, adjust the accounting allocation or other optional details.
Then click Next.
5. How do I enter the amount and payment information?
Enter the amount, choose the payment method, add a reference if necessary, and select the receipt and acknowledgement options.
Click Next.
6. What should I check in the Client section?
Confirm or update the client’s information.
For a company-related transaction, search for the appropriate contact.
You may also add a client comment (not visible in Prodon Classic).
Then click Next or Finish.
7. Do I have to complete the Third Party, Notes, Solicitor, or Recognition Program sections?
No, these sections are optional.
You may:
- add a third‑party donor,
- add an administrative note,
- choose a solicitor,
- or assign recognition to another client.
Click Next or Finish, depending on the situation.
8. How do I complete the transaction?
Click Finish to finalize the transaction.