Manage contributions
Track members' regular contributions campaign by campaign, record payments, and see who is up to date or behind.
Contributions let you track your members' regular giving, one campaign at a time: monthly tithe, a building project, an annual pledge. Each campaign shows the amount collected, progress toward the goal, and - member by member - who has given and who is behind. Here is how to use it.
Create a campaign
- Open Finance, then Contributions.
- Click New campaign.
- Enter a name (for example "Monthly contribution 2026") and, optionally, a description.
- Add a total goal and/or a monthly goal, choose the currency and the start date.
- Pick a color so you can recognise the campaign at a glance.
- Tick Tax receipt if the payments qualify for a receipt, then save.
Note: the goal is optional. Without one, the campaign stays open and simply shows the running total, with no progress bar.
Record a payment
For contributions received in cash, by bank transfer, or by cheque, enter them by hand:
- Open the relevant campaign, then click Record a payment.
- Choose the member, enter the amount and the date.
- Select the payment method: cash, bank transfer, cheque, or other.
- Add a note if needed, then save.
Tip: use Save and new to log several payments in a row without closing the window, for example after a collection. The member and amount reset while the date stays the same.
See who is up to date or behind
Open a campaign to view its detail. There you will find:
| Element | What it shows you |
|---|---|
| Summary cards | Total collected, number of contributors, payments, and subscribers |
| Ranking | Members, from the largest to the smallest contributor |
| Month-by-member table | One cell per month and per member: who gave, how much, and which months are empty |
The monthly table is the best way to spot who is behind: months with no payment stay empty, months with a payment are coloured. A member with empty cells in recent months is behind.
Follow up with a payment link
You can invite members to give online through a personal payment link, sent by email:
- In the campaign detail, click Send link.
- One member tab: choose the person and send them their link.
- Subscribers tab: add the members who have committed (with an optional pledged amount), then send the link to the whole group in one click.
Warning: a member without an email address cannot receive a link. The subscriber list flags these cases so you can handle them another way (a manually recorded payment).
Send reminders automatically
A campaign can send its payment link on its own, at a regular interval:
- When creating or editing the campaign, turn on automatic sending.
- Choose the frequency (monthly or weekly) and the day it goes out.
Once enabled, each subscriber receives their link on the scheduled day, with nothing further from you.
Print the report
From a campaign's detail, the Report button generates a document on your church letterhead: total collected, progress, and a per-member breakdown. Ideal for a members' meeting or a board.