Welcome to FundraiserOne support
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Introduction
An overview of FundraiserOne, a comprehensive cloud-based fundraising platform that helps organizations manage donors, campaigns, transactions, and reporting efficiently through a web-based interface.
Contacts
A place to view all of your contacts information including their preferences, memberships, regular giving schedules, bequests, alumni and more.
Transactions
How to process gifts, purchases and produce receipts
Invoicing
Create and send invoices very useful for corporate sponsorship and pledging.
Campaigns & Operations
Tools and workflows for creating, managing, and analyzing fundraising campaigns and operational activities.
Memberships
Manage memberships and subscriptions
Regular Payments
How to set and manage regular givers
Query Generator
Run queries filtering data selection with conditions.
Reporting
Run and create your own reports
Importing
Steps for importing data such as contacts, transactions, or campaign details into FundraiserOne efficiently.
Widgets
Use customizable widgets to display key fundraising metrics and data on dashboards or external sites.
Merges & Jobs
Merging documents, emails, sms's and exporting data.
Templates
Create both printable and email templates
Funding Application & Distribution
Manage applications for funding and distribution processes within your organization, tracking uses and approvals.
Settings
FundraiserOne Settings
Xero Integration
Integrate FundraiserOne to Xero and seamlessly push banking to Xero and minimise
User Permissions
Create user permissions and lockdown certain sections.
Barcoding
Process transactions quickly and accurately using barcodes.
API Integration
Allow other applications to connect using FundraiserOne's API
Volunteers Timesheet App
Manage volunteer scheduling and timesheets efficiently to track hours and manage volunteer contributions.