Donations
- How to refund a donation processed in the CRM
- How to: Order Credit Card Swipe Devices
- How to: Create and Send Summary Letters
- Donation Record Overview
- Fund/Campaign/Appeal Overview
- Batch Overview
- Add a Fund, Campaign, or Appeal
- Add a Batch
- Add a New Donation
- Add a Pledge
- Retire a Fund, Campaign, or Appeal
- Delete An Existing Fund
- Search for an Existing Batch
- Delete a Batch
- Deleting and reversing donations in the CRM
- Authorize a New Credit Card
- Authorize a new Checking Account for E-Checks
- Credit Card Updater for CRM
- Authorize and Save Merchant Account Information
- Add a Credit Card Donation Manually (if not processing through Salsa CRM)
- Add a Recurring Credit Card Donation
- Edit An Existing Donation
- Add Summary Letters (US) and Summary Receipts (Canadian) on the Donation Record
- FAQ: How Should I Track Donations From Donor-Advised Funds?
- FAQ: How Do I Manage Dedication Donations From Engage?
- FAQ: How Would I Manually Pay a Pledge Installment By Credit Card?
- FAQ: How Do I Swipe Credit Cards?
- FAQ: How and When Would I Close Batches?
- FAQ: How Do I Add Check Images to a Batch?
- Rapid Donation Entry