Receipting & Acknowledgements

How to Create and Manage a Pledge Opportunity Spanning multiple installments
1. Select Opportunity Tab when withing fundRaising Manager App 2. Select the New button  3. Select the Pledge Opportunity Record Type 4. Fill in the Pled...
Wed, 30 Aug, 2023 at 2:23 PM
Creating Pledge(or Multi-Year) Opportunities
fundRaising Manager supports the setup and receipting of Pledges that entail the receipt of multiple installments during the course of fulfilling the entire...
Mon, 25 Sep, 2023 at 6:44 PM
Configuring an Opportunity to be Non Eligible for Receipting
fundRaising Manager supports multiple ways to prevent an Opportunity from being receipt eligible. Below are different mechanisms which can be used prevent r...
Mon, 8 Apr, 2024 at 11:03 PM