The Donations App lets you easily keep track of donations you receive from your donors and maintain communication with them.
The app is part of the Donor Management Pack.
It is highly recommended that you set up your Donation App Preferences before proceeding.
- Create a record of all received donations.
- Sync received donations to QuickBooks as Sales Receipts.
- Process payments via your payment gateway.
- Automatically send thank-you emails and receipts to donors.
To learn more:
- What is Donor Management?
- Donation App Preferences - Preferences need to be setup before using the Donations App.
- Add a New Donor - How to add a new donor in Method.
- Log a Donation in Method for QBDT Accounts - How to enter in a donation if Method is connected to QuickBooks Desktop.
- Log a Donation in Method for QBO Accounts - How to enter in a donation if Method is connected to QuickBooks Online.
- View / Update a Donation - How to view or update a donation in Method.
- Email a Donor Receipt - Email a receipt to a donor.
- Print Receipt and Thank You Letter - Create files to print out for your donor.
- Donation Reports - Generate reports for a given date range.