Keela makes it as easy as possible to log revenue for your contacts with just a few clicks.
Add a New Revenue Record
Click on Contacts in the left sidebar of your screen and select the contact for which you want to record revenue. Open the Revenues tab under the Contacts title bar.
From the Revenues tab of your contact, click on the "+Revenue" to open the Log Revenue screen.
Select a Revenue Type
Select the type of revenue that was made from the Revenue type option menu.
Add a Payment Method
Indicate the payment method used by using the Payment method option menu.
Indicate the Revenue Value
Write the value of the revenue in the Amount field and select the currency type from the Currency option menu.
Add a Revenue Date
Input the date that the revenue was provided.
Add Additional Information
To add additional details to your revenue record and link it to other records, click on the "+Add impact area, pledge, campaign, sources, soft credit or notes" section to expand additional fields.
A) Impact Area
If the contact provided revenue to go towards an impact area, select or create an impact area from the Impact Area field. You can select one impact area per revenue record.
If the contact provided revenue towards a pledge, select the pledge from the drop-down list. You can select one pledge per revenue record.
If the contact provided revenue in response to or in connection with a campaign, select or create a campaign from the 'Link to Campaign' field. You can select one campaign per revenue record.
If the contact who provided the revenue came from a certain source (e.g. online via Keela, a corporation, from a fundraiser, etc.), you can select or create a source from the Link to Source field. You can select more than one source per revenue record.
E) Soft Credit
If the contact who provided the revenue contributed in response to the efforts or influence of someone else, you can soft credit the revenue to that person to acknowledge the role of their support in driving that revenue to your organization.
You can enter any additional details in the Note field.
If you want to generate a revenue receipt when you log a revenue record, you can do this now. Click the "+ Receipt" button at the bottom right of the Log Revenue screen and select one of the receipting options.
You have three options for adding a receipt:
If you already have a revenue receipt created elsewhere, you can upload it from your computer or from a URL.
If payment has been received, you can issue a receipt using the Receipt Generator and choose whether or not to email a copy to the contact.
C) Pay & Generate
If payment is being processed at the same time as the revenue is logged, you can enter in the revenue information and issue a receipt at the same time.
This option works only for revenue payments made in-app through Stripe.
Complete and Log Revenue
Click the "Send" button at the bottom right of the screen. Now you're all set!