FAQ
- How to Print Year-End Donation Statements / Contributions/Charitable Receipts [VIDEO} [TEXT]
- How to Post Donations that were made On-line (on-line giving platform)
Setup
- How to Setup the Contributions/Donations feature [VIDEO]
- How to Setup the Donor Name List [VIDEO]
- How to Setup (Add/Delete/Edit) Donors
- How to quickly add a new Donor
- How to View/Edit Donor's information on the Contribution window
- How to Export the list of contributors
- How to Setup the Fund List [VIDEO]
- How to Setup (Add/Delete/Edit) Funds
- How to Link Contribution Funds to Internal Accounts / Checkbook?
- How to Setup the Service List [VIDEO]
- How to Setup (Add/Delete/Edit) Services
- How to put Funds/Services in a specific Order
- How to List Donor Names in a different Order
- How to MERGE duplicate Donor Names/Information [VIDEO]
- How to MERGE duplicate Contributor Names and Donations
- How to view Envelope numbers in the Donor list
- How do I setup the new calendar year contributions?
- What does "Could not open Names Table" mean?
Back to TopContributions
- How to Post/Record Donations/Contributions [VIDEO]
- How to Post Donations/Contributions
- How to post Contributions/Donations made Online
- How to Import Online giving records from a CSV file
- How to post Contributions that are non-charitable contributions (not tax deductible)
- How to designate a Donation as INCOME EXEMPT (Income Exemption)
- How to prevent a donation from affecting the Allocation Gross Income
- How to quickly Post(Recall) a Recurring Donation
- How to quickly Add a New Fund or Service
- How to keep track of money designated for a specific purpose?
- How to quickly locate a Contributor Name
- How to Post loose cash or Anonymous contributions
- How to post Online contributions when the church is charged a Fee
- How to handle a Donation check that is returned for Insufficient Funds (NSF)
- How to record Reimbursements or Refunds
- How to change the Donation Date
- How to Edit or Delete a contribution entry
- How to Post Rental income
- How to Post a Donation for donated supplies or Non-Cash items
- How to provide a receipt for time or services donated to the church
- How to quickly View Donation Totals
- How to look up a contributor by Envelope
- How to Change the date
- Contribution entries seem to disappear
Reports and Receipts
- How to Print Donation Statements (Contribution Receipts) [VIDEO]
- How to Print Donation Statements (Contribution Receipts) [TEXT]
- How to Print a Weekly Contribution Report
- How to get the total of Checks, Currency & Coin? (Deposit Slip)
- How to customize Contribution Reports
- How to Add Logo to Receipts
- How to Add Custom Signature to Reports/Receipts
- How to Print Digital Signatures on Reports/Receipts
- How to Print Receipts for members who have not Tithed
- How to change the "Thank you" line at the bottom of the Receipt
- How to create an electronic file of a report that can be saved or sent by email
- How to Print a list of contributors and the total amount given
- How to print a list of contributors or a directory
- How to Exclude non-Tax deductible income
- How to Export reports
- How to Print mailing labels / envelopes
- How to setup Contribution Receipts for windowed envelopes
- How to quickly print Receipts, Envelopes or Labels for a few contributors
- How to correct Donor Address
Pledges
- How to Setup Pledges
- How to Print Pledge Receipts
- How to Print a Report showing all contributors and the amounts they have paid toward their Pledge
- How to sort the Pledge Contributor List
- How to correct missing donations on Pledges
- How to correct Pledge donations
- How to Add missing Donor to Pledge list
- "*" next to a Contributor's name on the Pledge List