Donation Notes

Donation Notes let donors include a message with their donation, such as a dedication, tribute, or special instruction.

Overview

Donation Notes let donors include a message with their donation, such as a dedication, tribute, or special instruction.

Requirements

  • Donation plan.
  • Customer Notes enabled on the plan.

Steps

  1. Open the Donation plan.
  2. Enable Collect Customer Notes.
  3. Save the plan.
  4. Complete a test donation with a note.
  5. Open the Order Details page.
  6. Review the Customer Notes section.

Expected Result

The donor note is stored on the donation order and displayed in Order Details. If no note is submitted, the section is hidden.

Important Notes

Donation Notes are order-specific. They are different from Payment Forms, which can collect multiple structured fields.

Troubleshooting

If the note is missing, confirm the setting was enabled before checkout. If you need required fields or multiple questions, use Payment Forms.

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