Donations
The Donations module in Zoho ERP helps your organisation record, manage, and acknowledge contributions from donors. You can collect donations in person or online, generate tax-compliant receipts, and track giving history across your donor base.
Recording Donations
- How can I record and acknowledge donations received offline?
- Can I record non-monetary or in-kind donations in Zoho ERP?
- Can I record multiple funds in one donation?
- I frequently receive donations from the same donors. How do I avoid re-entering their details every time?
Importing Donor Data
- I have previous years’ data of donations and donors. Can I upload them within Zoho ERP?
- How can I migrate my previous donation records into Zoho ERP?
Online Donations
- Can I collect online donations through Zoho ERP?
- How can I collect donations using a QR code?
- Can I collect identification details of donors while making online donations?
- We want to accept only UPI payments for online donations and disable card payments. How do we configure this in Zoho ERP?
- Can I set a minimum amount for online donation in Zoho ERP?
Donation Receipts
- Can I customise my donation receipts?
- How to add my organisation’s logo and signature on the donation receipt?
- Can I add my slogan or quote on my donation receipts?
- Can I generate a single donation receipt for donations made to multiple funds in a single payment?
- Can I share the donation receipt via WhatsApp or SMS rather than Email?
- Will donation receipts be shared automatically with my donors when they make a contribution through the Hosted Payment Page?
Donor Communication
- How do I use Zoho ERP to communicate with donors and track their contributions?
- Is there an option to send bulk WhatsApp messages to donors for special occasions?