Features you'll actually use.

Whether it's a large NGO or a small Trust CharityERP will provide a Best Solution to Manage and Multifold your Donation Collection.

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Single Platform to Manage all types of Donations

Now Manage all your offline,Online,CardSwip,Cheque,DD...Donation at one place

RTR (Request-Then-Receipt) Approach

Every time a donation is received a donation request (with DRID#) is created and once the donation is credited in account (or approved by HeadOffice) then receipt will be generated. (with Rec. No)
Example: For Cheques receipt will be generated after clearing of cheque

Optionally an instrument can be marked for autoreceipt so receipt will be generated immediately once the donation is received.

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Integrated Online Donation Portal

  • Accept donation though Credit Card, Debit Card, Net banking, Wallets and UPI.
  • Auto-capture transactions
  • Auto-settlement to Bank
  • Auto-generate and email receipt
  • SMS confirmation to donor
  • No additional website development and payment gateway integration cost.*
  • Custom domain e.g. http://donate.yourorganisation.org

Donor Login Portal

❖ Donor Login with OTP No need of password for donors just with OTP they can login to system.
❖ Donors can access their donation records Donors can search donation records and print donation receipts and also can see entire donation report within date range
❖ Quick Donate Donors can quickly donate without entering address and contact details if they are logged in with OTP.
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Settlement Management

❖ Settlement is Bank Deposits by DCCs to Organisations Bank A/c
❖ Settlement has to be submitted along with proof of deposit (attachment)
❖ once settlement is approved by Admin, receipts will be generated for settled donation requests.
❖ Single-click bank challan printing.

App Integration

❖ MailChimp*: Auto-sync donor emails to MailChimp Subscription list
❖ QuickBooks*: Auto-sync all receipts with donor details to QuickBooks Payment receipts
❖ Tally*: export donation receipts to import in Tally
❖ Many more Apps coming soon...
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Reports

❖ Reports According to Category,Instruments,Cities
❖ Top Donor Reports
❖ Complete Donation Collection Reports
❖ Specific Donor Reports which can be Email
❖ Customise Reports