Gifts and Receipts

Documentation and support for tracking and receipting donations

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14 articles in this collection
Written by Scott Richards

What Giving Categories are Tracked on a Contact Record?

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Written by Scott Richards
Updated yesterday

What Are Passthrough Gifts?

Track Soft Credits Clearly by Using the Passthrough Feature
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Written by Scott Richards
Updated over a week ago

What are Premiums?

Use Premiums to track non-deductible giving
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Written by Scott Richards
Updated yesterday

What is the Gift Ask Pipeline?

Manage Gift Asks for you and your team, all in one place
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Written by Scott Richards
Updated over a week ago

How Do I Create Receipt Templates?

Managing Email and Paper Receipts for Your Organization
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Written by Scott Richards
Updated today

How do I Create an Email Receipt Template?

Use email to quickly thank your donors and send tax receipts
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Written by Scott Richards
Updated over a week ago

How do I Create a Mail Receipt Template?

Create customized receipt templates to generate and print PDF receipts
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Written by Scott Richards
Updated over a week ago

How Do I Receipt Gifts?

Generate gift receipts in bulk and track your receipting history, all in one place
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Written by Scott Richards
Updated over a week ago

What Does it Mean to Archive an Import?

Remove Unwanted Imports from Your Queue
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Written by Scott Richards
Updated over a week ago

How Do I Edit the Donor on a Gift?

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Written by Scott Richards
Updated over a week ago

How Do I Edit the Gift Type on a Gift?

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Written by Scott Richards
Updated over a week ago

What Merge Tags Can I Use in Mail Receipts?

A handy reference for editing giving statements
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Written by Scott Richards
Updated over a week ago

How Do I Edit HTML Receipt Templates Using the Legacy Tool in Virtuous?

Create fully customized Gift templates using some HTML know-how
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Written by Scott Richards
Updated over a week ago

How Can I Sync Gift Data with Quickbooks Desktop?

Transfer data easily to maintain accounting records
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Written by Scott Richards
Updated yesterday