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Quick Links
Adding New Individual Donors
Issuing a Section 18A Receipt
Generating SARS IT3D Files
Adding Notes to a donor’s profile
Uploading receipts in bulk (CSV)
Generating a Batch Section 18A
Donors
Adding Notes to a Donor’s Profile
Searching for Donors
Deleting a Donor
Editing a Donor
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Settings
Managing Your Message Templates
Setting your organisation settings (logo etc.)
Managing Donor Categories (Tags)
Customising the text and layout on a Section 18A Tax Certificate
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Receipting
Creating a New Receipt
Searching for Receipts
Receipt Types
Uploading donation receipts via CSV
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Section 18A Certificates
Generating a Combined (Batch) Section 18A Tax Certificate from Multiple Receipts
Modifying a Section 18A Tax Certificate
How to list and view deleted 18A
Deleting a Section 18A Tax Certificate
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Users
Reset Your Password
Adding a Fundraiser
Viewing the Activity Log
Uploading an electronic signature for Section 18A Certificate
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Projects
Tracking Project Fundraising
Editing a project
Adding a new project
Archiving projects
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Reports
Viewing all Section 18A Tax Certificates for a Donor
Generating Financial (Receipt) Reports
Generating Financial (Projects) Reports
Viewing all Receipts for a Donor
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Mobile App
How to install and log into the ActiveDonor mobile app
Trouble logging into to Mobile App?
Creating a Receipt on ActiveDonor Mobile App
Adding a Donor on ActiveDonor Mobile App
Subscription
Pricing changes when upgrading on annual plans
Annual discounted plans explained
Subscribing Before Trial Ends
Subscribing After Trial Ends
Reminders
Adding Reminders
Viewing all Reminders
Editing a Reminder
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