Donation Management

Find, filter, and edit donations.

12 articles in this collection
Written by Crystal Sprague and Tony Sasso

Use Mail Merge to Send Year End Donation Summary Letters

Do you have donors who love 🐌 mail? Send letters instead!
Written by Crystal Sprague
Updated over a week ago

Add Donation Notes

How to add a note to a donation
Written by Tony Sasso
Updated over a week ago

Access the Full Donation Profile

How to access the donation profile. See all the information about a donation.
Written by Tony Sasso
Updated over a week ago

Donation Pledges

How to create and manage donation pledges
Written by Tony Sasso
Updated over a week ago

Filter Donation Reports

How to add filters to a donation list. Create donation reports. Transaction filtering. Find a donation.
Written by Tony Sasso
Updated over a week ago

Save a Donation Report

How to save a dynamic donation report. Saved donation list. Saved Transaction List.
Written by Tony Sasso
Updated over a week ago

Export a Donation Report

How to export a list of donations to a CSV file.
Written by Tony Sasso
Updated over a week ago

Create and Manage Allocations

How to create, edit, and manage allocations. What are allocations?
Written by Tony Sasso
Updated over a week ago

Refund a Donation

How to refund a donation.
Written by Tony Sasso
Updated over a week ago

Donation Tags

How to create and filter donation tags
Written by Tony Sasso
Updated over a week ago

Edit or Delete an Offline Donation

How to edit or delete an offline donation.
Written by Tony Sasso
Updated over a week ago

Add an Offline Donation

How to add an offline donation. Add a check or cash donation.
Written by Tony Sasso
Updated over a week ago