Getting Started

Contacts
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
Donation Transactions
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
Receipt/Letter Layout Design
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
Settings
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
Generate Receipts/Letters
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