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Quick Links
Adding New Individual Donors
Generating a Section 18A
Adding Notes to a donor’s profile
Uploading receipts in bulk (CSV)
Generating a Batch Section 18A
Editing a Donor
Donors
Editing a Donor
Adding Notes to a Donor’s Profile
Searching for Donors
Adding a New Business/Entity Donor
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Receipting
Creating a New Receipt
Searching for Receipts
Receipt Types
Uploading donation receipts via CSV
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Settings
Managing Your Message Templates
Managing Receipt Types
Customising the text and layout on a Section 18A Tax Certificate
Managing Receipt Methods
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Section 18A Certificates
How to list and view deleted 18A
Deleting a Section 18A Tax Certificate
Modifying a Section 18A Tax Certificate
Generating 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
Explore all 5
Reports
Viewing all Section 18A Tax Certificates for a Donor
Generating Financial (Receipt) Reports
Generating Financial (Projects) Reports
Viewing all Receipts for a Donor
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
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