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Fundraising

View your donations and revenue payments at a glance and report on your transactions.

Getting to know the Fundraising tab!

  • Fundraising Tab Training Session
  • Donations vs Revenues
  • Forecasting Donations with Keela

Donations

  • Transaction Status - Donations
  • Delete or Cancel a Donation
  • Log a Donation
  • Log a Recurring Donation

Revenues

  • Delete or Cancel a Revenue
  • Log a Revenue Payment
  • Log a Recurring Revenue
  • Edit the Campaign on a Revenue Record

Editing an Existing Transaction

  • View and Edit Transaction Details
  • Edit the Campaign on a Donation Record

Creating and Cancelling Receipts

  • Receipts, an intro!
  • Create a Receipt for a Single Donation
  • Create a Receipt for a Single Revenue
  • Create a Cumulative Receipt for Multiple Donations
  • Create a Cumulative Receipt for Multiple Revenues
  • Cumulative Receipts via a Keela Form
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