Harvest

Set up the year's harvest

1. 1Go to Harvest, choose the year, and choose Setup harvest.
2. 2Enter a title (e.g. Annual Harvest), the date and an optional goal.
3. 3Save. A goal progress bar appears at the top.

Record named contributions

1. 1Choose Add contributions, then Named contributions.
2. 2Pick the Default payment method.
3. 3Search for each member and add them, or choose Visitor to add someone new.
4. 4Enter each person's amount (and change the method per person if needed).
5. 5Choose the account to deposit into, then Record & send receipts. Each person with a phone gets an SMS receipt.

Record a counted total (anonymous envelopes)

1. 1Choose Add contributions, then Counted total (envelopes).
2. 2Enter the Total counted, and optionally the Number of envelopes.
3. 3Keep or change the Label (e.g. "Children's envelopes"), set the Date, and add a Note (e.g. who counted it).
4. 4Choose Add to harvest. No receipts are sent. Repeat for each count, e.g. one per service.

Contributions, report and receipts

• Contributions: every entry. Edit an amount or name with the pencil, or delete it.
• Report: total raised, from members, from visitors, from envelopes, goal progress, and a contributor summary. Export Excel downloads it.
• Edit harvest receipt message changes the SMS receipt wording.