Dashboard
Overview of your fundraising progress
| Date | Donor | Type | Amount | Status |
|---|
Donors
Manage your donor relationships
| Donor | Total Pledged | Total Paid | Balance | Avg Payment | Last Payment | Actions |
|---|
No donors yet
Add your first donor to get started
Pledges
Track all pledge commitments
| Donor | Campaign | Pledge Amount | Paid | Balance | Pledge Date | Status | Actions |
|---|
No pledges yet
Create your first pledge to start tracking
Payments
All payment transactions
| Date | Donor | Pledge/Campaign | Amount | Method | Reference | Status |
|---|
No payments yet
Payments will appear here once recorded
Behind Schedule
Pledges that need attention
| Donor | Campaign | Balance | Missed Payments | Actions |
|---|
All caught up!
No pledges are behind schedule
Failed Payments
Payments that need to be retried
| Date | Donor | Amount | Method | Reason | Actions |
|---|
No failed payments
All payments are processing correctly
🤝 Solicitors
Track fundraiser performance and commissions
| Name | Phone | Pledges | Payments | Total Raised | Commission | Actions |
|---|
No solicitors yet
Add solicitors to track who brings in donations
📝 Batch Entry
Quickly enter multiple donations at once
| Donor | Amount | Check # | Notes |
|---|
🌐 Donor Portal
Each donor gets a unique portal link to view their pledges, payments, and make online donations.
📋 How It Works
Click any donor → Click "🔗 Portal Link"
Copy and send via email or text
View balance, make payments, see history
👥 Donors with Portal Access
⚙️ Portal Settings
Allow Online Payments
Donors can make credit card payments through their portal
Show Payment History
Donors can view their complete giving history
Send Payment Receipts
Email receipt automatically after each payment
Allow Scheduled Payments
Donors can set up recurring payment plans
🕯️ Yahrzeits
Memorial date reminders and notifications
| Hebrew Date | Gregorian Date | Deceased | Donor | Relationship | Reminder | Actions |
|---|
No upcoming yahrzeits
No memorial dates in the selected time range
| Sent Date | Yahrzeit | Donor | Method | Status |
|---|
No reminder history
Sent reminders will appear here
| Deceased Name | Hebrew Name | Hebrew Date | Donor | Relationship | Status | Actions |
|---|
No yahrzeit records
Add yahrzeit records to track memorial dates
⚙️ Settings
Manage your organization, users, and preferences
📁 Campaigns
👤 Users
🔐 Role Permissions
Configure what each role can access. These permissions apply to all users with the selected role.
Donors
Pledges
Payments
Campaigns
Yahrzeits
Reports & Export
System
📅 School Years
Manage academic years for tuition billing. The current school year determines which tuition plans and invoices are displayed by default.
| School Year | Start Date | End Date | Status | Actions |
|---|---|---|---|---|
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💌 Thank You Letters & Tax Receipts
Auto-Send Thank You
Automatically email thank you letters after donations
Include Tax Receipt
Attach PDF tax receipt to thank you emails
Minimum Amount for Receipt
Only send receipts for donations above this amount
Tax Deductible Statement
501(c)(3) language for receipts
📝 Thank You Letter Template
📅 Year-End Tax Statement
Auto-Generate Year-End Statements
Automatically generate annual giving summaries in January
🕯️ Yahrzeit Reminders
Enable Yahrzeit Reminders
Send memorial date reminders to donors
Reminder Mode
How should reminders be processed?
Reminder Method
How to contact donors
Include Erev Reminder
Send reminder the evening before (for candle lighting)
Advance Notice
Days before yahrzeit to send reminder
Send Time
Default time to send reminders
Erev Send Time
Time for evening-before reminders
📝 Message Templates
📧 Payment Reminders
Payment Due Reminders
Send reminder before payment is due
Days Before Due Date
When to send the reminder
Overdue Notifications
Send notice when payment is late
Payment Confirmation
Email receipt after payment
🧾 Invoicing
Auto-Generate Invoices
Create invoice for each pledge
Invoice Prefix
Prefix for invoice numbers
Include Organization Logo
Show logo on invoices
💳 Payment Gateways
Configure your payment processor API credentials to accept online payments.
CardKnox
Credit cards, ACH, e-check processing
Stripe
Global payments platform
PayPal
PayPal, Venmo, Pay Later
Square
Payments, POS, invoicing
🎨 Display Settings
Show Hebrew Dates
Display Hebrew calendar dates alongside Gregorian dates on payments
Date Format
Choose how dates are displayed throughout the application
Currency Symbol
Default currency for all amounts
🏢 Organization
🏢 System Administration
Manage organizations, plans, and system settings
🏢 Organizations
Manage customer organizations and their settings.
| Organization | Plan | Modules | Status | Users | Created | Actions |
|---|---|---|---|---|---|---|
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📋 Plans
Define subscription plans with features and pricing.
| Plan Name | Price/Month | Features | Orgs Using | Actions |
|---|---|---|---|---|
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⚡ System Status
🎓 Tuition Overview
School management and billing dashboard
📊 Students by Grade
📄 Recent Invoices
| Invoice # | Parent | Amount | Status |
|---|---|---|---|
| No invoices yet | |||
👧 Students
Manage student enrollment and information
| Name | Grade | Parent(s) | Class | Status | Tuition Plan | Actions |
|---|---|---|---|---|---|---|
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👨👩👧👦 Tuition Accounts
Manage family accounts and billing
| Account Name | Phone | Children | Expected | Paid | Balance | Status | Last Payment | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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🏫 Classes
Manage classes and enrollments
| Class Name | Grade | Teacher | Room | Enrolled / Capacity | Schedule | Actions |
|---|---|---|---|---|---|---|
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👥 Staff
Manage teachers, principals, and other staff
| Name | Role | Phone | Type | Subjects / Classes | Status | Actions | |
|---|---|---|---|---|---|---|---|
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📄 Tuition Invoices
Manage billing and invoices
| Invoice # | Parent | Students | Period | Due Date | Amount | Paid | Balance | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||||
💰 Tuition Plans
Configure tuition pricing and fees
| Plan Name | School Year | Base Amount | Billing Frequency | Sibling Discount | Transport Fee | Late Fee | Actions |
|---|---|---|---|---|---|---|---|
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🚌 Transportation Routes
Manage bus routes and assignments
| Route Name | Route # | Driver | Pickup Time | Dropoff Time | Assigned / Capacity | Price/Month | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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