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Uploading Proof of Payment

Attach proof of payment documents to donation records for better recordkeeping and compliance.

Donation Tracking

Why Upload Proof?โ€‹

Proof of payment helps with:

  • Accurate recordkeeping: Maintain detailed transaction records
  • Audit compliance: Support audit and compliance requirements
  • Dispute resolution: Resolve questions about donations
  • Financial tracking: Keep complete financial documentation
  • Donor confidence: Show professionalism and accountability
Best Practice

Always upload proof of payment for donations over $100 or any electronic payments. This creates a complete audit trail.

Supported File Typesโ€‹

  • PDF documents
  • Image files (JPEG, PNG, JPG)

File Size Limitsโ€‹

  • Maximum size: 10MB per file

How to Uploadโ€‹

  1. When creating or editing a donation
  2. Click "Choose File" in the Proof of Payment section
  3. Select your file
  4. The file will be uploaded automatically

Best Practicesโ€‹

Upload Guidelines
  • Clear images: Ensure receipts and screenshots are legible
  • Complete information: Include transaction IDs and reference numbers
  • Consistent naming: Use descriptive file names
  • Prompt upload: Attach proof when creating the donation
  • Verify uploads: Check that files uploaded successfully
  • Secure storage: DonorLog stores files securely and encrypted

What to Upload for Each Payment Typeโ€‹

Cash Donationsโ€‹

  • Photo of cash collection log
  • Event collection sheet
  • Cash receipt if issued

Cheque Donationsโ€‹

  • Scanned or photographed cheque (front)
  • Bank deposit slip (optional)

Credit Card Donationsโ€‹

  • Transaction receipt
  • Payment processor confirmation
  • Screenshot of transaction

E-Transfer Donationsโ€‹

  • Email confirmation from bank
  • Screenshot of transfer confirmation
  • Reference number record
Privacy Note

When uploading credit card receipts, ensure sensitive information (full card numbers) is redacted if required by your organization's privacy policy.