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Advanced Contacts
- Using Contacts Tools
- How to apply a reimbursement toward an obligation (amount owing)
- How to move money between activity accounts to pay for an obligation
- Track money allocated to an individual
- Track money allocated to individuals to spend (eg Teacher Grants)
- Create & Send Donor Acknowledgement Letters (individually)
- Create & Send Donor Acknowledgement Letters (in bulk)
- How to See the Running Balance for a Contact (with video)
- Using Membership in Contacts
- Integrating MoneyMinder and JoinIt
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.