AssociationSphere

A general transaction is a stand-alone transaction that is not linked to another transaction, like a membership or event purchase, and is not to record the ...

A transaction can be deleted from the Transactions grid in the Transactions & Invoicing module by selecting the row for that specific transaction and cl...

You can edit the gift from the Transactions grid in the Transactions & Invoicing module or from the Transactions tab in the constituent's record by ...

Transactions that are general type and are entered through a donation or payment page will automatically generate a thank you email.  Any membership, event ...

A thank you email with transaction information is sent automatically for memberships, events, donations and other transactions entered through a page create...

The payment types reflect how transaction was paid, for example Cash, Check, Credit Card, or Online-ACH payments. You have the ability to add, edit or delet...

Yes, you can add new payment types when adding or editing a gift. Click in the Payment Type box and select <New/Edit> to open the editor window and ad...

For every transaction that happens in the software, there is an opportunity to assign it to different revenue categories, For, Fund, Event and Appeal. The e...

The Fundraising Goal Category is an overall goal which can be a combination of several activities. For example, you could have a Fundraising Goal Category c...

Yes, anonymous contributions and donors who wish to remain anonymous can be identified. The information will still appear in the constituent's record, h...