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Donor Management
Donor Management
Donation Management Software for Non-Profits
18 articles in this collection
Written by
Errol Elumir
and
Inder Dhaliwal
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
Inder Dhaliwal
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:Donor.
Written by
Inder Dhaliwal
Updated over a week ago
Log a Donation in Method:Donor for QBDT Accounts
How to enter in a donation if Method:Donor is connected to QuickBooks Desktop.
Written by
Errol Elumir
Updated over a week ago
Log a Donation in Method:Donor for QBO Accounts
How to enter in a donation if Method:Donor is connected to QuickBooks Online.
Written by
Errol Elumir
Updated over a week ago
Recurring Donations
How to manage recurring donation.
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
Email a Donor Receipt
Email a receipt to a 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