Manage Donation Payments

Manage gifts, donors,and pledges in the Nonprofit Success Pack.

• Manage Donations in Salesforce
  Learn fundamentals of gift entry and donor management in the Nonprofit Success Pack.
• Refund Donation Payments
  Document refunds from Payment records in NPSP.
• Create and Edit Gift Entry Batches
  Specify details about a batch in Gift Entry, including number of gifts and default values for fields.
• Enter Gifts in Gift Entry
  Enter donations, donors, and their related records in one form as a batch or one at a time.
• Process a Collection of Gifts
  Test processing your Gift Entry batch and then process the batch to add the gifts to NPSP.
• Manage Pledges
  Track and manage pledges for gifts with multiple payments.
• Allocations Overview
  Allocate donations into General Accounting Units (GAUs) if you want to set funds aside for specific purposes.
• Acknowledge Donations by Email
  Nonprofit Success Pack lets you send an acknowledgment email to a donor from a specific Opportunity record, or send multiple email acknowledgments simultaneously from the Opportunities tab.
• Donations Glossary
  Common fundraising terms and how these concepts relate to records in NPSP.
• Working with Opportunity Sales Processes
  Learn how to update Opportunity stages and sales processes in NPSP.