Transactions & Invoices Module
Information about the functions and activities performed in the Transactions and Invoicing Module including financial reporting, invoice management, sponsorships, and donation pages.
Transactions Grid5 articles
- What is the Transactions Grid?
- Transaction & Fundraising Reports
- How do I see the transactions for a specific constituent?
Managing Online Transactions & Donations13 articles
- What is an online donation, payment, or transaction?
- Will I be notified when a new online transaction is made?
- How do I know a transaction was made online?
Mail Merge Gift, Pledge & Invoice Templates14 articles
- What is a Mail Merge Template?
- Why are there different mail merge template libraries?
- How do I create a Mail Merge Template?
Donation Pages33 articles
- How do I create/edit a donation page?
- What are the steps to set up an Advanced donation page?
- Advanced Donation Page - Acknowledgement Info
Grants10 articles
- What is a grant?
- How can I track and manage grants?
- How do I identify an organization or constituent as a grantor?
In Kind Transactions10 articles
- What is an In Kind transaction?
- How do I enter an In Kind transaction?
- Can an In Kind transaction be anonymous?
Matching Gift Transactions6 articles
- What is a Matching Transaction?
- How do I designate a matching transaction?
- Will the Matching Transaction create a pledge for the matching constituent?
Pending Transactions6 articles
- What are Pending transactions?
- How do I designate a pending transaction?
- Can I add a new pending type?