Preview and post money already received
Posting turns an eligible DRAFT into POSTED and creates an internal donation receipt and balanced journal. Use it only for money already received. There is no payment gateway, pending collection or automatic donor acknowledgement in this workflow.
Before you start
You need donation view, finance view, donation post authority and explicit access to the active unit. Confirm active compatible settings, an eligible receipt route, every fund mapping, exact base-currency amounts and actual receipt date. Review currency/date rules first.
Prepare and confirm
- Open donation detail and verify DRAFT, identity, anonymity, unit, total and original allocations.
- In Financial actions, choose Post received donation.
- Select the Approved receipt route matching the actual unit/holding/method.
- Enter Actual date money arrived and optional private receipt evidence reference, maximum 100 characters.
- Choose Generate preview. No posting occurs yet.
- Inspect amount/currency, actual receipt date, posting date, calendar version, route and every debit/credit split.
- If anything is wrong, choose Change proposal and resolve it.
- Select the review confirmation checkbox and choose Confirm post.
- Wait for the response, refresh detail and verify POSTED, internal payment, effective journal, revision and history.
Worked journal example
An identified GBP 250 donation is allocated General 150 and Education 100. The approved route points to the cash asset account; each fund has its own approved income mapping.
| Fund tag | Debit | Credit |
|---|---|---|
| General — receipt asset | 150.00 | 0 |
| General — mapped income | 0 | 150.00 |
| Education — receipt asset | 100.00 | 0 |
| Education — mapped income | 0 | 100.00 |
| Total | 250.00 | 250.00 |
Each fund and the whole journal balance. There is one internal receipt, not one payment per allocation. The internal number is not a statutory receipt or customer credit balance.
What can interrupt confirmation
A changed calendar, mapping, fund, route, record version or permission can invalidate a preview. Reload and regenerate when the application reports a stale proposal. If the response is lost after confirmation, preserve the original request and use Retry original operation. Do not create another donation or send a new posting intent to “make sure”.
The system commits the related financial effects together or rejects the operation. Network uncertainty still means you must establish the outcome through the stored retry and refreshed record.