Donor Management
Donation Management Software for Non-Profits
19 articles
Installing Method:Donor for QuickBooksHow to get Method:Donor
What is Donor Management?Overview of the Donor Management Pack
About the Donations AppDonations App Description and Perks
Donation App PreferencesPreferences need to be setup before using the Donations App
Add a New DonorHow to add a new donor in Method:Donor.
Log a Donation in Method:Donor for QuickBooks Desktop AccountsHow to enter in a donation if Method:Donor is connected to QuickBooks Desktop.
Log a Donation in Method:Donor for QuickBooks Online AccountsHow to enter in a donation if Method:Donor is connected to QuickBooks Online.
Recurring DonationsHow to manage recurring donation.
Print Receipt and Thank You LetterCreate documents to print out for your donor.
Email a Donor ReceiptEmail a receipt to a donor
Donation ReportsGenerate reports for a given date range
Donations FAQFrequently asked questions about Donations.
About the Donor Pages AppAccept Online Donations
Donor Pages Setup: PersonalizeThe first step to setting up is creating a public donation page
Donor Pages Setup: Accept DonationsThe second step in setting up Donor pages
Donor Pages Setup: Get Notified - DonorAutomatically sending a Thank You email and a donation receipt to your donor
Donor Pages Setup: Get Notified - Internal NotificationsAutomatic internal notifications for received donations
Test Drive Donor PagePreview your Public Donation Page
Embed Donor Page on your WebsiteCollecting donations from your website