Dani
Activity overview
Latest activity by Dani
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How To Generate Pledge Statements
Organizations can prepare a pledge statement for each donor that shows all of their open pledges for a particular date range. Organizations normally send statements based on the installment date o...
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How To Manage Online Donations
When donors contribute online, Aplos offers a variety of tools to help you track, manage, and record your donations efficiently. To accept online donations, you'll need to have an active merchant ...
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How to Manage Your Subscription
Where to Find and View Your Subscription Administrator users can view the organization’s subscription details at any time. You’ll go to the Settings gear (⚙) in the top navigation and click “Subs...
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How To Create Online Donation Forms
Overview You can create customized donation pages in Aplos to provide your donors with an easy and convenient option to support your organization with an online gift. Donors will be able to easil...
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How To Import Donations
If you need to catch up on recording donations or wish to import donations from another giving platform, you can easily upload a batch using an Excel template. Importing donations into the Donation...
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AplosPay Withdrawals
AplosPay Withdrawal Overview Aplos automatically integrates the online donations you receive from your online forms in your merchant register. This builds the balance of your merchant account, ...
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How To Create And Edit A Contact
The contact database in Aplos allows you to keep contact information for your vendors, donors, and supporters. Any payee or donor you enter into Aplos will automatically be saved in your contact d...
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How To Add And Manage Locations in Aplos
Locations in Aplos can be used in your Check-In, Event Registrations, and Groups & Teams. Your locations can be viewed and managed from the Locations Management screen, which you'll find in the act...
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Online Donation Statuses
When a donor creates a donation online it goes through a couple of stages before it gets deposited into your account. On your Online Donations page, you will see a status next to each donation depe...
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Households Overview
With Aplos, you have the ability to link contacts to assign them to a household. Once assigned, you can generate a contribution statement for your household, view all transactions or donations for...
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