Contact dues & banking

Making an Obligation Template

Click on the Contacts icon in the toolbar. Select Obligation Templates. Click on Add Obligation Template. Select the activity account...

Applying an Obligation Template to an Individual Contact

After you have set up an Obligation Template, you can apply it to an Individual Company. Click on the Contacts...

How to See the Running Balance for a Contact (with video)

Trying to figure out how to see the running balance for a particular Contact? Try this: Click on the Contacts...

Create & Print Statements

Click on the Contacts icon in the toolbar: To PRINT or save PDFs statements, choose Bulk Download Statements from the...

Create & Send Statements

Click on the Contacts icon in the toolbar: To EMAIL statements, choose Bulk Download Statements from the Tools dropdown menu:...

Track money allocated to an individual

Sometimes groups allocate money to be spent by individuals. For example, a parent group might allow teachers a specified amount...

Track money allocated to individuals to spend (eg Teacher Grants)

Some groups allocate money to individuals to spend throughout the financial year (eg Teacher Grants) and need to track who...

How to apply a reimbursement toward an obligation (amount owing)

If you owe someone a reimbursement and they want to use the money they are owed towards an obligation, create...

How to move money between activity accounts to pay for an obligation

Sometimes groups ask individuals to fundraise and want to apply that fundraising money toward a member activity account obligation. For...

Create & Send Donor Acknowledgement Letters (in bulk)

Start by clicking on the Contacts icon in the toolbar: Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu...

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