ACTIVEDONORACTIVEDONOR
  • ActiveDonor
  • Sign Up
  • Contact Us
  • ActiveDonor
  • Sign Up
  • Contact Us
home/Knowledge Base/Settings/Managing Receipt Methods

Managing Receipt Methods

29 views 1

There are a variety of ways in which organisations will receive donations e.g. Cash, Goods in Kind, Bank transfers etc.

ActiveDonor allows you to set up the different and track these receipt methods when capturing donation receipts.

Adding a Receipt Method:

On the main menu bar click on the icon in the top right corner and click settings from the drop-down menu.

Click on receipt methods and add receipt method.

Enter the information, and tick the set as default receipt method box if this is the default receipt method.

Ensure the Active box is checked. 

Now click on add receipt method.

De-activating a receipt method:

Sometimes you may stop receiving donations via a certain receipt method (e.g. you may close your bank account). In this case, you may choose to deactivate the receipt method. 

If you wish to deactivate a receipt method then you may deselect the Active option on the receipt method popup form. 

Was this helpful?

1 Yes  No
Related Articles
  • Filling in IT3D Settings for Section 18A Submissions
  • Setting up Newsletter Syncing
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Reset Your Password
  • Managing Your Message Templates

Didn't find your answer? Contact Us

Settings
  • Managing Receipt Methods
  • Filling in IT3D Settings for Section 18A Submissions
  • Setting up Newsletter Syncing
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Reset Your Password
View All 12  
KB Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users
Settings
  • Managing Receipt Methods
  • Creating a new user
  • Adding a Fundraiser
  • Assigning Roles and Permissions
  • Customising the text and layout on a Section 18A Tax Certificate
  • Managing Your Message Templates
  • Setting your organisation settings (logo etc.)
  • Managing Donor Categories (Tags)
  • Reset Your Password
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Setting up Newsletter Syncing
  • Filling in IT3D Settings for Section 18A Submissions
All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

  Customising the text and layout on a Section 18A Tax Certificate

Managing Your Message Templates  

  • Privacy Policy
  • Terms of Use
  • Copyright 2023 ActiveDonor.com. All Rights Reserved.