At this stage the software only works for Charities registered with the Charities Commission here in NZ. We have intentionally hard coded NZ specific information into the footer of generated [...]
There is a high chance this has failed because you have more than one contact with the exact same name, but nothing else to uniquely identify them with. Try and add a postal or email address [...]
Once you have added your donations and reconciled them against contacts, and edited your receipt layout per the instructions here, you can generate your annual donation receipts. 1. To do this, [...]
Access your settings by selecting your name initials in the top right hand side of the screen. In this example the initial is simply ‘A’. There are three types of settings: User [...]
hough we provide a pre-built standard receipt/letter design, you are able to customise how your receipt/letter is going to appear to your donors. This can be accessed from two screens: Rebate [...]
You must have donation transactions entered into the system with a contact name/donor, date, and amount for an annual receipt to be created. There are two ways of entering donation transactions: [...]
A contact or donor must be assigned to a donation transaction for it to be included in a donation receipt. There are three ways of entering contacts: 1. Adding contacts individually [...]
As online giving becomes more prevalent, many charities are beginning to ask questions about the various provider options to receive donations. It’s a question that most charities who want an [...]