Gift Management

Enter, reconcile, and report on gifts — including posting adjustments and connecting to QuickBooks or your general ledger.

Attributions and Soft Credits

How to: Add Attributions and Soft Credits

How to: Search and report on Attributions and Soft Credits

Contributions

Accepting Donations from International Supporters overview

Best Practices: Tips for Acknowledging Split Contributions

Best Practices: Using Contribution Aggregates

Feature Webinar: Processing, Reconciling, and Acknowledging Contributions in EveryAction

How do I enable and configure International Payments on a form?

General Ledger Funds

How to: Use General Ledger Funds and Cost Centers

Financial Batch Manager

How to: Create and manage batches in Financial Batch Manager

Mail Merge

How to: Create Mail Merge Templates

How to: Generate letters using Mail Merge

Recurring Giving

FAQs: Mastercard Requirements for Recurring Billing

How to: Add and track recurring commitments

How to: Change or end a recurring commitment

Understanding monitoring payments on recurring commitments

How do I migrate a Recurring Sustainer in EveryAction?