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Training
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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
Setting your organisation settings (logo etc.)
Managing Donor Categories (Tags)
Setting up Newsletter Syncing
Managing Your Message Templates
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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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Subscription
Pricing changes when upgrading on annual plans
Annual discounted plans explained
Subscribing Before Trial Ends
Subscribing After Trial Ends
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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
Reminders
Adding Reminders
Viewing all Reminders
Editing a Reminder
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