Getting Started
A contact or donor must be assigned to a donation transaction for it to be included in a donation receipt. There are three ways of entering contacts: 1....
Sun, 9 Apr, 2017 at 7:17 PM
You must have donation transactions entered into the system with a contact name/donor, date, and amount for an annual receipt to be created. There are two w...
Sun, 9 Apr, 2017 at 9:19 PM
Though we provide a pre-built standard receipt/letter design, you are able to customise how your receipt/letter is going to appear to your donors. This ...
Tue, 11 Apr, 2017 at 5:39 AM
Access your settings by selecting your name initials in the top right hand side of the screen. In this example the initial is simply 'A'. Ther...
Sun, 9 Apr, 2017 at 9:28 PM
Once you have added your donations and reconciled them against contacts, and edited your receipt layout per the instructions here, you can generate your ann...
Tue, 18 Apr, 2017 at 9:02 PM