Explore Contact Management

1. Enter your contacts

Click the Contacts icon on the toolbar.


Add a contact:

Click Add Contact to add an individual or organization.


Fill out the pertinent information. You must enter at least a last name or company name.

Once you’ve edited or changed these settings, click:

  • Save to store this contact.
  • Cancel to return to the main People window without saving this contact.

2. Set up activity accounts

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts. These smart accounts help you gain a clear picture of the financial status of each individual based on the different ways they interact with your organization.

After adding a Contact, click Help me set up activity accounts:


Then click on Let’s Get Started:

In the Wizard window, determine whether this person (or company) typically GIVES you money, RECEIVES money from you, or BOTH. Then click Next.

In this example, I’m adding a Donor Activity account and a Reimbursement Activity Account to this Contact. Click Create Activity Accounts.

That completes the addition of the Activity Accounts. Don’t worry – you can still add/delete them if you need more activity accounts or different ones later. Now click Done.

This is how your Contact will look:


3. Make an obligation template

Click on the Contacts icon in the toolbar.


Select Obligation Templates.


Click on Add Obligation Template.


Select the activity account type from the drop down menu.

Next name the obligation as you would want it to show on a Contact’s statement. For example,  “Annual Dues”.

Next, enter how much is Owed by Contact (there are scenarios where you would use the Owed to Contact, we will cover some examples of these in another article).

The Due Date is the date you want this obligation to start. Note: your obligation will not show on the statement until the start date.

Determine whether you want this obligation to be repeated. The default is set to “None”.

Now click Save.



Tips for Obligation Templates:

If you have made an error in your Obligation Template and need to change it, go to Obligation Template


Click Edit next to the Template you want to change.


Make any changes and click Save. It will then ask you if you want to Update Obligations using this template. If you choose to do this, MoneyMinder will update ALL Contacts you’ve assigned this obligation to.

While in the Edit area of the Obligation Template you can also click Delete to delete the template entirely. If you choose to do this, it will ask you if you want to delete all of the obligations that use this template. Not that this cannot be undone.


4. Apply 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 icon in the toolbar.


Find the individual you would like to apply it to and click on their name.


Click on Member Activity. If one is not already set up, you will need to set one up before you can apply the obligation.


Click Add Obligation.


Using the drop down menu that says Obligation Template, select the obligation template you want to apply.


Next click Use Template. You will see the fields auto populate with that template’s details.


Click Save.

Would you like to apply an obligation to multiple contacts at once? Click here for instructions.


5. Create & send statements

Click on the Contacts icon in the toolbar:


To EMAIL statements, choose Bulk Download Statements from the Tools dropdown menu:


Next select parameters for your search. In this case, we’ve selected only Member Activity accounts within a particular date range (1/1/19 – 12/31/19). And we’re only looking for contacts that have a non-zero amount due and that don’t have an email address associated with their profile:


Once the parameters are set you’ll see the list of Contacts that are within range. You can Select All or choose particular individuals for whom to send statements.  


Click Edit Statement Message to prepare the message or template that you’ll send with the statement or click Cancel to discard.


Once you have created the statement message, click Save & Send.


6. Create & print statements

Click on the Contacts icon in the toolbar:

To PRINT or save PDFs statements, choose Bulk Download Statements from the Tools dropdown menu:


Next select parameters for your search. In this case, we’ve selected only Member Activity accounts within a particular date range (1/1/19 – 12/31/19). And we’re only looking for contacts that have a non-zero amount due and that don’t have an email address associated with their profile:


Once the parameters are set you’ll see the list of Contacts that are within range. You can Select All or choose particular individuals for whom to print statements.


Click Edit Statement Message to prepare the message or template that you’ll send with the statement or click Cancel to discard:


Once you have created the statement message, click Save & Download PDF.


7. Create & send donor acknowledgement letters (individually)

You can print or email donor acknowledgement letters for an individual donor by following these steps:

Start by clicking on the Contacts icon in the toolbar:

Click on the Donations tab.

You have the option of generating Donation Acknowledge letters for a specific donation or for a contact’s Year-to-Date donations.


Sending Individual Donor Acknowledge for a Single Donation

Find the contact by typing their first or last name in the search box.

It is important to note that donations are grouped in MoneyMinder by calendar year for tax purposes. So, you may see donations on your list from a different Financial Year, because it falls in the calendar year you have selected.

Once you have found the specific donation for the donor click the Compose Donation Acknowledgement Message.

A draft of the letter will appear in the Preview window.

You can edit the message by clicking the Edit Message tab.

Click the Preview Tab to see your changes.

Select either Save and Download PDF or Save and Send depending upon how you would like to deliver the letter.


Sending Individual Year-to-Date Donor Acknowledgements

You may find you need to send a letter for multiple donations all at once, either for tax purposes or otherwise.

Again, be mindful of the Calendar Year selection when sending this type of donation acknowledgement.

Find the contact to whom you wish to send the year-to-date acknowledgement letter.

Click on Compose Donation Acknowledgement Message (year-to-date). You will see the donor’s total giving for the year to the right.

A draft of the letter will appear in the Preview window.

You can edit the message by clicking the Edit Message tab.

Click the Preview tab to see your changes.

Select either Save and Download PDF or Save and Send depending upon how you would like to deliver the letter.

To learn how to send donor acknowledgement letters in bulk (to more than one person at a time), click here.

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