AssociationSphere

Transactions Module Overview & Basic Information 4

• Transactions Module Overview
• What is a transaction?
• What are the transaction types?
• Transaction Terms & Definitions

Transactions Grid 5

• What is the Transactions Grid?
• Transaction & Fundraising Reports
• How do I see the transactions for a specific constituent?
• Can the Transaction Grid be exported?
• Where can I see processing fees?

Entering & Managing Transactions 19

• How do I enter a general transaction?
• How do I delete a transaction?
• How do I edit a transaction?
• How do I acknowledge a transaction?
• How do I send or print a receipt for a transaction?

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Managing Online Transactions & Donations 14

• What is an online donation, payment, or transaction?
• Will I be notified when a new online transaction is made?
• How do I know a transaction was made online?
• How does a donor make an online donation?
• Can a donor make a recurring donation?

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Invoices Grid & Managing Invoices 19

• What is the Online Payment Page and how do I create one?
• How to I setup Invoice Payment Reminders?
• How do I create an invoice manually?
• Can invoices be automatically generated from transactions?
• Can I edit the invoice?

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Mail Merge Gift, Pledge & Invoice Templates 12

• What is a Mail Merge Template?
• Where can I see Mail Merge Templates?
• How do I create a Mail Merge Template?
• What Mail Merge Fields are available?
• How to Generate Single Mail Merge Letters

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Pledges 33

• What is a Pledge?
• What is the Pledges grid?
• Can I export my Pledges?
• How do I add a Pledge?
• How do I find the Pledges page?

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Donation Pages 24

• Using the Advanced Donation Page Designer
• What are the steps to set up an Advanced donation page?
• What are the steps to set up an Simple online donation page?
• How do I create/edit a donation page?
• Can I change the way the online donation form looks?

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Goal Progress 1

• Can I share a goal progress thermometer on my website?

Sponsorships 10

• What is a Sponsorship?
• How do I create a Sponsorship?
• Can I delete a Sponsorship?
• How do I assign a task for a Sponsorship Follow Up?
• How can I update Sponsorship Follow Ups?

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Grants 10

• What is a grant?
• How do I tag an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?
• What if I have more than one grant proposal for the same Grantor?

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Split Transactions 7

• What is a Split Transaction?
• How do I enter a Split Transaction?
• Can I split any transaction type?
• How do I add a new row for a split transaction?
• How will my split transaction appear on the Transaction Grid?

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In Kind Transactions 10

• What is an In Kind transaction?
• How do I enter an In Kind transaction?
• Can an In Kind transaction be anonymous?
• Can an In Kind transaction be a split transaction?
• Can an In Kind transaction be a tribute?

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Matching Gift Transactions 5

• What is a Matching Transaction?
• How do I designate a matching transaction?
• Will the Matching Transaction create a pledge for the matching constituent?
• What if the matching constituent does not exist yet?
• How do I see if a transaction has a matching transaction?

Tribute Transactions 6

• What is a Tribute?
• How do I designate a transaction made as a tribute?
• Can I add a tribute type?
• Can I edit or delete a tribute type?
• Can I change the order that the tribute types appear in the dropdown box?

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Pending Transactions 6

• How do I designate a pending transaction?
• Can I add a new pending type?
• Can I edit or delete a pending type?
• Can I change the order that the pending types appear in the dropdown box?
• How do I see if a transaction is pending?

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Soft Credits 9

• What is a Soft Credit?
• How do I enter a soft credit?
• How do I enter multiple constituents for soft credits?
• What if the constituent receiving soft credit does not exist yet?
• Can I edit a soft credit?

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ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?