Donor Management

Donation Management Software for Non-Profits

18 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Tiffany Clay

Installing Method:Donor for QuickBooks

How to get Method:Donor

Written by Errol Elumir
Updated over a week ago

What is Donor Management?

Overview of the Donor Management Pack

Written by Errol Elumir
Updated over a week ago

Donations App

About the Donations App

Donations App Description and Perks

Written by Tiffany Clay
Updated over a week ago

Donation App Preferences

Preferences need to be setup before using the Donations App

Written by Errol Elumir
Updated over a week ago

Add a New Donor

How to add a new donor in Method.

Written by Inder Dhaliwal
Updated over a week ago

Log a Donation in Method for QBDT Accounts

How to enter in a donation if Method is connected to QuickBooks Desktop.

Written by Errol Elumir
Updated over a week ago

Log a Donation in Method for QBO Accounts

How to Enter in a Donation if Method is connected to QuickBooks Online.

Written by Errol Elumir
Updated over a week ago

View / Update a Donation

How to view or update a donation in Method.

Written by Inder Dhaliwal
Updated over a week ago

Email a Donor Receipt

Email a receipt to a donor

Written by Errol Elumir
Updated over a week ago

Print Receipt and Thank You Letter

Create documents to print out for your donor.

Written by Errol Elumir
Updated over a week ago

Donation Reports

Generate reports for a given date range

Written by Errol Elumir
Updated over a week ago

Donor Pages

About the Donor Pages App

Accept Online Donations

Written by Errol Elumir
Updated over a week ago

Donor Pages Setup: Personalize

The first step to setting up is creating a public donation page

Written by Errol Elumir
Updated over a week ago

Donor Pages Setup: Accept Donations

The second step in setting up Donor pages

Written by Errol Elumir
Updated over a week ago

Donor Pages Setup: Get Notified - Donor

Automatically sending a Thank You email and a donation receipt to your donor

Written by Errol Elumir
Updated over a week ago

Donor Pages Setup: Get Notified - Internal Notifications

Automatic internal notifications for received donations

Written by Errol Elumir
Updated over a week ago

Test Drive Donor Page

Preview your Public Donation Page

Written by Errol Elumir
Updated over a week ago

Embed Donor Page on your Website

Collecting donations from your website

Written by Errol Elumir
Updated over a week ago