To access the Donations Preferences screen, click the vertical ellipses [
] on your Donations App and select Preferences.
This will bring up the Donation Preferences screen.
NOTE: These preferences must be set up before using the app.
The screen has four sections, each of which pertains to a different set of preferences.
Donation Items
The Donation Items section allows you to mark your QuickBooks items as either Donation or Non-Donation Items. This affects what items are visible in the Item dropdown when you're logging a donation. It is also used to generate reports and filters.
The item list shows all your QuickBooks items, all marked as Donation Items by default. To remove QuickBooks items from your Donation Items list, check them off and click Mark as Non Donation. This hides them from the items dropdown in the Donations App.
To create a new item, click Go To Items App to open the Items App. New items are automatically marked as a Donation Items.
For more information on creating items, see our article Creating an Item.
Accounting
The Accounting Preferences section identifies the account you use to accept donations.
Default Deposit to Account: If you do not select a default account, Method:Donor uses the default account named Undeposited Funds.
Federal Identification Number: Enter in if applicable.
Donation Receipt Print (PDF) Template: By default we have included the template
NP_DonationReceipt. You can make changes to the text of the receipt statement right from here.Receipt Statement: Receipt statement shows up at the end of the tax receipt issued to the donor. This contains legal information that might need to change depending on your geographic area, so ensure you check with your accountant before making changes to this text.
If you wish to create your own template from scratch, you can do so using Method's Web Report Designer tool, but please note this is an advanced tool not recommended for beginners.
Emails
The Donation Email Template lets you set up your email template for when you email your donors their receipt.
NOTE: The receipt for your donor is not attached to the email. Rather, they are given a link to their customer portal where they can view, print, and download their receipt.
If you want to change your name and email signature, you can do so in your User Preferences. Method:Donor pulls your company information from QuickBooks, so any changes to company info must be made in QuickBooks. Your company information is updated in Method:Donor after the next sync.
If you wish to alter the email template, do not change the View Donation Receipt URL. The blue button in the image above has a URL of "http://receiptURL/". If you alter this URL, the link will not work and your donor will be unable to get their receipt.
Letters Preferences
This section allows you to make changes to the different letters you may send out.
Thank You Letter
The thank you letter is also a PDF template meant to be printed and mailed.
By default, the NP_ThankYouLetter template will be used to generate a PDF thank you letter.
The Thank You Letter Body will be the text included in the PDF template. You can make changes to the text of the Thank You Letter right from here, including mail merge fields.
Again, you can create brand-new templates using Method's Web Report Designer tool.
Donor Summary Letter Preferences
These preferences reflect the messaging on aggregate reports sent to donors who have donated multiple times in a given time period. In addition to the report itself, a statement and sign-off are included on the letter.
When you are finished setting up your preferences, click Save All Changes.