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Transactions & invoices
Basic Transaction Information
15
What is a gift?
What are the gift types?
What is the Gifts Grid?
How do I add a gift?
How do I find the Gifts Grid?
View all 15
General Transactions
6
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 gift be given anonymously?
View all 6
Matching Transactions
5
What is a Matching Gift?
How do I designate a matching gift?
Will it record the gift on the matching constituent?
What if the matching constituent does not exist yet?
How do I see if a gift has a matching gift?
Tribute Transactions
6
What is a Tribute Gift?
How do I designate a tribute gift?
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?
View all 6
Pending Transactions
5
How do I designate a pending gift?
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 gift is pending?
Split Transactions
7
What is a Split Gift?
How do I enter a Split Gift?
Can I split any gift type?
How do I add a new row for a split gift?
How will my split gift appear on the gift grid?
View all 7
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?
View all 8
Pledge Basic Information
15
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?
View all 15
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?
View all 11
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 donor paid more than what was due?
Can I edit a pledge payment?
View all 6
In-Kind Transactions
10
What is an In-Kind Gift?
How do I enter an In-Kind gift?
Can an In-Kind gift be anonymous?
Can an In-Kind gift be a split gift?
Can an In-Kind gift be a tribute gift?
View all 10
ACH Payments
2
How do I set up ACH Payments?
How does a donor use ACH as a payment?
Grants
9
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?
View all 9
Mail Merge Templates
8
What is a Mail Merge Document?
Is there a limit to how many Mail Merge Templates I can have?
Where can I see or create a Mail Merge Template?
What Mail Merge Fields are available?
How to Generate Single Mail Merge Letters
View all 8
Wealth Profiles
1
Running Wealth Profiles in AssociationSphere
Invoices
1
How to I setup Invoice Payment Reminders?
Help Desk Software
by Freshdesk Support Desk