AssociationSphere

Basic Transaction Information 18

• What is a transaction?
• What are the transaction types?
• What is the Transactions Grid?
• How do I add a transaction?
• How do I find the Transaction Grid?

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General Transactions 7

• What are the payment types?
• Can I add a new payment type?
• Can I edit or delete a payment type?
• Can I change the order that the payment types appear in the dropdown box?
• Could a donation or transaction be done anonymously?

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Matching Transactions 5

• What is a Matching Transaction?
• How do I designate a matching transaction?
• Will the Matching Transaction create a pledge for the matching constituent?
• What if the matching constituent does not exist yet?
• How do I see if a transaction has a matching transaction?

Tribute Transactions 6

• What is a Tribute?
• How do I designate a transaction made as a tribute?
• Can I add a tribute type?
• Can I edit or delete a tribute type?
• Can I change the order that the tribute types appear in the dropdown box?

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Pending Transactions 5

• How do I designate a pending transaction?
• Can I add a new pending type?
• Can I edit or delete a pending type?
• Can I change the order that the pending types appear in the dropdown box?
• How do I see if a transaction is pending?

Split Transactions 7

• What is a Split Transaction?
• How do I enter a Split Transaction?
• Can I split any transaction type?
• How do I add a new row for a split transaction?
• How will my split transaction appear on the Transaction Grid?

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Soft Credits 8

• What is a Soft Credit?
• How do I enter a soft credit?
• How do I enter multiple constituents for soft credits?
• What if the constituent receiving soft credit does not exist yet?
• Can I edit a soft credit?

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Pledge Basic Information 16

• What is a Pledge?
• What is the Pledges grid?
• Can I export my Pledges?
• How do I add a Pledge?
• How do I find the Pledges page?

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Pledge Schedules 11

• What is a pledge schedule?
• How do I create a pledge schedule that is based on a specific payment amount that is due at certain time intervals?
• How do I create a pledge schedule that is based over a certain number of years?
• How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
• How are the due dates calculated?

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Pledge Payments 6

• How do I see if a payment has been received?
• How do I enter a pledge payment?
• How do I record a partial pledge payment?
• What if the constituents pays amount due for the pledge payment?
• Can I edit a pledge payment?

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In Kind Transactions 10

• What is an In Kind transaction?
• How do I enter an In Kind transaction?
• Can an In Kind transaction be anonymous?
• Can an In Kind transaction be a split transaction?
• Can an In Kind transaction be a tribute?

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ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?

Sponsorships 11

• What is a Sponsorship?
• How do I create a Sponsorship?
• Can I delete a Sponsorship?
• What are Sponsorship Assigned Tasks?
• How do I assign a task for a Sponsorship Follow Up?

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Grants 10

• What is a grant?
• How do I tag an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?
• What if I have more than one grant proposal for the same Grantor?

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Mail Merge Templates 10

• What is a Mail Merge Template?
• Where can I see Mail Merge Templates?
• How do I create a Mail Merge Template?
• What Mail Merge Fields are available?
• How to Generate Single Mail Merge Letters

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Wealth Profiles 1

• Running Wealth Profiles in AssociationSphere

Invoices 14

• What is the Online Payment Page and how do I create one?
• How to I setup Invoice Payment Reminders?
• How do I create an invoice manually?
• Can invoices be automatically generated from transactions?
• Can I edit the invoice?

View all 14