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 can I export the list of contributors?
- How to Setup the Fund List [VIDEO]
- How to Setup (Add/Delete/Edit) Funds
- How do I 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
- Can the Donor Names list be sorted?
- 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?
- I am trying to change the year in contributions but I get an error message that says, "Could not open Names Table." What is causing the problem?
Back to TopContributions
- How to Post/Record Donations/Contributions [VIDEO]
- How to Post Donations/Contributions
- How to post Contributions/Donations made Online
- 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
- Can I add a new fund or service on the fly?
- How do I keep track of money that people designate for a specific purpose?
- Is there an easy way to find a contributor's name without having to scroll through the list?
- How do I post loose cash or anonymous contributions?
- How do I import online giving records from a CSV file?
- How do I handle online contributions where the church is charged a fee?
- We received a contribution check that was returned for insufficient funds. How do I record this?
- How do I record money that is a reimbursement to the church or a refund check?
- I entered a contribution on the wrong date. How can I change the date?
- How do I edit or delete a contribution entry?
- How do I record rental income in contributions?
- How do I handle a church member who has donated items to the church and wants contributions credit for them?
- How do I provide a receipt for time or services donated to the church?
- How can I quickly view totals for contributions without pulling up a report?
- How do I look up a contributor by their envelope number?
- Why can I not change the date on the contribution screen?
- When I post Contributions the entries are disappearing after I click the Save button, what is going on?
Reports and Receipts
- How do I print a weekly contribution report?
- How to Print Donation Statements (Contribution Receipts) [VIDEO]
- How to Print Donation Statements (Contribution Receipts) [TEXT]
- How can I get the total of Checks, Currency & Coin? (Deposit Slip)
- How can I customize my contribution reports?
- How do I add our logo to the receipt?
- How do I setup custom signature lines on Contribution Reports, including adding and deleting names or titles?
- How do I print digital signatures on a report or receipt?
- How can I print receipts for members who have not Tithed?
- How can I change the "Thank you" line at the bottom of the receipt?
- How can I create an electronic copy of a report or document that can be saved or sent by email?
- How do I print a list of contributors and the total amount given?
- How do I print a list of contributors or a directory?
- We have received contributions that are not tax deductible. We do not want these to show on the year end contribution receipts. How can I print the receipts and exclude those contributions?
- How can I export reports to another program?
- How do I print mailing labels / envelopes?
- How do I setup Contribution Receipts for windowed envelopes?
- How can I quickly print receipts, envelopes or labels for a few contributors?
- I changed/corrected an addresses for a contributor, however, the receipt still has the old address. How can I correct the address on the receipt?
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
- The amount contributors have paid toward their pledge is not showing up on the Pledge Report. What is the problem?
- On the Pledge screen, the amount shown as given by a contributor is not correct. How do I correct the error?
- There is a name that is not appearing on the Pledge list?
What do I need to do? - What do I do if there is an "*" next to a Contributor's name in the Pledge List?