Donations
- Add Recurring Batch Templates
- Installments Report
- Finance Export
- Finance Export for Financial Edge
- Finance Export for Import to Quickbooks
- Add Recurring Batches
- Deactivate ("Cancel") or Change a Recurring Donation
- Add Summary Letters (US) and Summary Receipts (Canadian) on the Donation Record
- Edit An Existing Pledge or Pledge Installments
- Add a Credit Card or E-Check Donation
- Add a Pledge Donation Paid By Credit Card
- Enter a Donation Via eCheck
- Enter a Donation with a Matching Gift
- Enter a Matching Gift on a Previously Received Donation
- Enter an Honor/Memorial Donation
- Enter Donations from Bar Codes
- Honors/Memorial Donations Tab
- Link a Donation to an Existing Pledge
- Open a Pledge Payment
- Open Existing Appeals
- Open Existing Campaigns
- Open Existing Funds
- Print or Email All Donation Form Letters in a Batch
- Process Donations with the Check Wizard
- Resolve Unresolved Dedications
- Reverse a Donation
- Review and Process Donations Using Web Donation Queue
- Search for an Existing Donation
- Set Up Matching Donations
- Unlink a Payment from a Pledge