For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this ...

The payment types reflect how transaction was paid, for example Cash, Check, Credit Card, or Online-ACH payments. You have the ability to add, edit or delet...

Yes, you can add new payment types when adding or editing a gift. Click in the Payment Type box and select <New/Edit> to open the editor window and ad...

Yes, anonymous gifts and donors who wish to remain anonymous can be identified. The information will still appear in the constituent's record, however t...

When entering a general gift or pledge, the tax-deductible amount defaults to the same amount as the gift. However, the tax-deductible amount may be differe...

When entering a new or existing General Gift you have the option to also upload a document linked to the gift record. Next to the Acknowledged fields you wi...