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