Dashboard
Overview of your fundraising progress
Late Payments
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Overdue Pledges
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Expiring Cards
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Pending Emails
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| Date | Donor | Type | Amount | Status |
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📊 Reports Center
Generate insights and export data
Report Results
Select a Report
Click any report above or use the Quick Generator
🔔 Payment Reminders
Manage upcoming payment reminders
| Donor | Campaign | Amount | Due Date | Days Until | Last Reminder | Actions | |
|---|---|---|---|---|---|---|---|
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| Donor | Campaign | Amount | Due Date | Days Overdue | Reminders Sent | Actions | |
|---|---|---|---|---|---|---|---|
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| Date Sent | Donor | Type | Amount | |
|---|---|---|---|---|
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📧 Email Log
Track all sent emails and their status
| Date/Time | Recipient | Subject | Type | Status | Actions |
|---|---|---|---|---|---|
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📋 Audit Log
Complete history of all system actions
| Date/Time | User | Action | Entity | Details | IP Address |
|---|---|---|---|---|---|
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📄 Year-End Statements
Generate and send tax-deductible donation statements
| Donor | Total Donations | # Payments | Status | Actions | ||
|---|---|---|---|---|---|---|
| Select a year to load donors... | ||||||
Donors
Manage your donor relationships
| Donor | Phone | Address | Total Pledged | Total Paid | Balance | Last Payment | Actions |
|---|
No donors yet
Add your first donor to get started
Pledges
Track all pledge commitments
| Donor | Campaign | Pledge Amount | Paid | Balance | Pledge Date | Status | Actions |
|---|
No pledges yet
Create your first pledge to start tracking
Payments
All payment transactions
| Date | Donor | Campaign | Amount | Method | Linked Pledge | Status |
|---|
No payments yet
Payments will appear here once recorded
🎁 Dedications
Manage sponsorships and dedication opportunities
| Date | Donor | Category | Item | Dedication | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
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January 2026
📅 Scheduled Payments
Manage upcoming automatic payments
| Scheduled Date | Donor | Amount | Pledge/Campaign | # | Method | Status | Actions |
|---|
No scheduled payments
Create a payment schedule from the payment modal
Behind Schedule
Pledges that need attention
| Donor | Campaign | Balance | Missed Payments | Actions |
|---|
All caught up!
No pledges are behind schedule
Failed Payments
Payments that need to be retried
| Date | Donor | Amount | Method | Reason | Actions |
|---|
No failed payments
All payments are processing correctly
🤝 Solicitors
Track fundraiser performance and commissions
| Name | Phone | Pledges | Payments | Total Raised | Commission | Actions |
|---|
No solicitors yet
Add solicitors to track who brings in donations
✅ Tasks
Manage follow-ups and tasks
| Task | Related To | Due Date | Priority | Assigned To | Status | Actions |
|---|
No tasks found
Create tasks to track follow-ups and reminders
📞 Call to Collect
Manage collection calls and follow-ups
Select a Contact
Click on a contact from the queue to see their details and log a call
📅 Zechusim Calendar
Manage institution and class dedications
🚗 Donation Pickup
Schedule and track donation pickups (Pushka, checks, cash)
| Donor | Address | Phone | Est. Amount | Scheduled | Status | Actions |
|---|
Schedule donation pickups to start collecting
Loading map...
Route Stops
Select pickups to add to route
Plan route to see map
📥 Import Data
Import donors, payments, and pledges from CSV or Excel
Download CSV templates with the correct column headers for importing data.
| Date | Type | File | Records | Status | Imported By |
|---|---|---|---|---|---|
| No imports yet | |||||
🧹 Data Cleanup & Validation
Find and fix data quality issues
Find contacts with similar names, same email, or same phone number.
Find contacts with invalid or missing email addresses.
Find and fix improperly formatted phone numbers.
Find contacts missing important fields (email, phone, address).
Find pledges/payments without matching contacts.
Standardize names (capitalize), format phones, clean addresses.
📝 Batch Entry
Quickly enter multiple donations at once
| Donor | Amount | Check # | Notes |
|---|
🌐 Donor Portal
Each donor gets a unique portal link to view their pledges, payments, and make online donations.
📋 How It Works
Click any donor → Click "🔗 Portal Link"
Copy and send via email or text
View balance, make payments, see history
👥 Donors with Portal Access
⚙️ Portal Settings
Allow Online Payments
Donors can make credit card payments through their portal
Show Payment History
Donors can view their complete giving history
Send Payment Receipts
Email receipt automatically after each payment
Allow Scheduled Payments
Donors can set up recurring payment plans
📍 Locations
Manage locations and track where donations come from
All Locations
| Name | Type | Address | Contacts | Payments | Total Collected | Actions |
|---|---|---|---|---|---|---|
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📍 Locations Map
💰 Revenue by Location
👥 Contacts by Location
📊 Location Performance
| Rank | Location | Type | Contacts | Pledges | Payments | Total Collected | Avg Payment |
|---|
📢 Crowdfunding Campaigns
👥 Crowdfunding Teams
📊 Crowdfunding Analytics
🕯️ Yahrzeits
Memorial date reminders and notifications
| Hebrew Date | Gregorian Date | Deceased | Donor | Relationship | Reminder | Actions |
|---|
No upcoming yahrzeits
No memorial dates in the selected time range
| Sent Date | Yahrzeit | Donor | Method | Status |
|---|
No reminder history
Sent reminders will appear here
| Deceased Name | Hebrew Name | Hebrew Date | Donor | Relationship | Status | Actions |
|---|
No yahrzeit records
Add yahrzeit records to track memorial dates
⚙️ Settings
Manage your organization, users, and preferences
⚙️ Feature Settings
Choose which features are visible in your navigation menu. Disabled features will be hidden but data is preserved.
📋 Dedications
Show the Dedications section in navigation
📅 Zechusim Calendar
Show Zechusim settings and calendar features
🕯️ Yahrzeits
Show the Yahrzeits section in navigation
🚗 Donation Pickups
Show Donation Pickups section in navigation
📍 Locations
Show Locations management in navigation
📁 Campaigns
👥 Contact Form Settings
📋 Form Field Display
Custom Hebrew Name Mappings
Add custom English → Hebrew name mappings that will be suggested when entering donor names.
| English Name | Hebrew Name | Type | Actions |
|---|---|---|---|
| No custom mappings added yet | |||
The system includes 200+ common Jewish names with Hebrew equivalents (David→דוד, Cohen→כהן, etc.). Custom mappings take priority over built-in names.
👤 Users
🔐 Role Permissions
Configure what each role can access. These permissions apply to all users with the selected role.
Donors
Pledges
Payments
Campaigns
Yahrzeits
Solicitors
Locations
Zechusim
Family
Credit Cards
Reports & Export
Tuition
System
📅 School Years
Manage academic years for tuition billing. The current school year determines which tuition plans and invoices are displayed by default.
| School Year | Start Date | End Date | Status | Actions |
|---|---|---|---|---|
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💌 Email Automation & Receipts
📧 Automatic Email Notifications
Payment Confirmations
Automatically send confirmation email when a payment is recorded
Pledge Confirmations
Automatically send confirmation with payment link when a pledge is created
Payment Reminders
Send automatic reminders for overdue pledges
Auto-Send Thank You
Automatically email thank you letters after donations
Include Tax Receipt
Attach PDF tax receipt to thank you emails
Minimum Amount for Receipt
Only send receipts for donations above this amount
Tax Deductible Statement
501(c)(3) language for receipts
📝 Thank You Letter Template
📨 Custom Email Templates
These templates show up under Send Email → Custom Email. Use merge fields like {{donor_name}}, {{amount}}, {{campaign_name}}.
📅 Year-End Tax Statement
Auto-Generate Year-End Statements
Automatically generate annual giving summaries in January
🕯️ Yahrzeit Reminders
Enable Yahrzeit Reminders
Send memorial date reminders to donors
Reminder Mode
How should reminders be processed?
Reminder Method
How to contact donors
Include Erev Reminder
Send reminder the evening before (for candle lighting)
Advance Notice
Days before yahrzeit to send reminder
Send Time
Default time to send reminders
Erev Send Time
Time for evening-before reminders
📝 Message Templates
📧 Payment Reminders
Payment Due Reminders
Send reminder before payment is due
Days Before Due Date
When to send the reminder
Overdue Notifications
Send notice when payment is late
Payment Confirmation
Email receipt after payment
🧾 Invoicing
Auto-Generate Invoices
Create invoice for each pledge
Invoice Prefix
Prefix for invoice numbers
Include Organization Logo
Show logo on invoices
💳 Payment Gateways
Configure your payment processor API credentials to accept online payments.
CardKnox
Credit cards, ACH, e-check processing
Gateway Profiles
No profiles configured yet
Click "+ Add Profile" to add your first CardKnox gateway
- Separate accounts for different campaigns or locations
- Test sandbox transactions without affecting live account
- Different merchant accounts for different payment types
🔄 Auto-Retry Declined Payments
Automatically retry declined card payments after a specified number of days.
Add CardKnox Profile
Stripe
Global payments platform
PayPal
PayPal, Venmo, Pay Later
Square
Payments, POS, invoicing
📆 Scheduling Settings
Configure default scheduling options for recurring payments. These settings affect payment schedules that skip Shabbat and Jewish holidays.
Default Skip Options
Skip Shabbat by Default
Automatically enable "Skip Shabbat" when creating new payment schedules
Skip Yom Tov by Default
Automatically enable "Skip Yom Tov" when creating new payment schedules
Jewish Holidays (Yomim Tovim)
Select which holidays should be skipped when "Skip Yom Tov" is enabled. Dates are automatically calculated based on the Hebrew calendar.
📅 Dedications Manager
Create customizable dedication categories and items for your organization. Each category can have multiple items with flexible pricing and optional calendar integration.
📅 Zechusim Calendar Settings
General Settings
Allow Multiple Sales
Allow the same dedication type to be sold multiple times per day
Allow Duplicates per Rabbi
Allow multiple dedications per day for the same rabbi/class
Block Shabbat Sales
Prevent dedications from being sold on Saturdays
Zechus Pricing
Class Configuration
Configure classes with their grades and rabbis. Data is saved to the ZechusimClasses sheet.
🎨 Display Settings
Show Hebrew Dates
Display Hebrew calendar dates alongside Gregorian dates on payments
Date Format
Choose how dates are displayed throughout the application
Currency Symbol
Default currency for all amounts
🧾 Custom Receipt Designer
Design custom receipts for pre-printed paper or create your own layout. Premium feature.
⭐ Enable Custom Receipts
Premium feature - Design receipts for pre-printed paper
📐 Field Placement Designer
Position fields exactly where they need to print on your pre-printed receipts.
📋 Available Fields
📧 Email Settings
Configure email sending for your organization. Send emails from your own domain instead of the default system email.
📧 Connect Your Gmail
Send emails from your own Gmail or Google Workspace account. No external signup needed!
✅ Gmail Connected
Email:
All emails will be sent from this Gmail account.
📘 SendGrid Setup
- Create a free account at SendGrid
- Verify your email address
- Add and verify your domain (Settings → Sender Authentication)
- Create an API key (Settings → API Keys → Create API Key)
- Give it "Full Access" permission
- Copy the API key and paste it above
✅ Free tier: 100 emails/day forever
📘 Mailgun Setup
- Create a free account at Mailgun
- Add your domain (Sending → Domains → Add New Domain)
- Verify your domain with DNS records
- Get your API key (Settings → API Keys)
- Copy the API key and your domain name
- Paste them above
✅ Free tier: 5,000 emails/month (first 3 months)
🏢 System Administration
Manage organizations, plans, and system settings
🏢 Organizations
Manage customer organizations and their settings.
| Organization | Plan | Modules | Status | Users | Created | Actions |
|---|---|---|---|---|---|---|
| Loading organizations... | ||||||
📋 Plans
Define subscription plans with features and pricing.
| Plan Name | Price/Month | Features | Orgs Using | Actions |
|---|---|---|---|---|
| Loading plans... | ||||
⚡ System Status
🎓 Tuition Overview
School management and billing dashboard
📊 Students by Grade
📄 Recent Invoices
| Invoice # | Parent | Amount | Status |
|---|---|---|---|
| No invoices yet | |||
👧 Students
Manage student enrollment and information
| Name | Grade | Parent(s) | Class | Status | Tuition Plan | Actions |
|---|---|---|---|---|---|---|
| Loading... | ||||||
👨👩👧👦 Tuition Accounts
Manage family accounts and billing
| Account Name | Phone | Children | Expected | Paid | Balance | Status | Last Payment | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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🏫 Classes
Manage classes and enrollments
| Class Name | Grade | Teacher | Room | Enrolled / Capacity | Schedule | Actions |
|---|---|---|---|---|---|---|
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👥 Staff
Manage teachers, principals, and other staff
| Name | Role | Phone | Type | Subjects / Classes | Status | Actions | |
|---|---|---|---|---|---|---|---|
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📄 Tuition Invoices
Manage billing and invoices
| Invoice # | Parent | Students | Period | Due Date | Amount | Paid | Balance | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||||
💰 Tuition Plans
Configure tuition pricing and fees
| Plan Name | School Year | Base Amount | Billing Frequency | Sibling Discount | Transport Fee | Late Fee | Actions |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
🚌 Transportation Routes
Manage bus routes and assignments
| Route Name | Route # | Driver | Pickup Time | Dropoff Time | Assigned / Capacity | Price/Month | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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📊 Crowdfunding Analytics
Track performance across all campaigns
📈 Daily Donations
🏆 Top Teams
❤️ Recent Donations
🎯 Campaign Performance
👥 Team Management
Manage fundraising teams for your campaigns
| Rank | Team | Captain | Goal | Raised | Progress | Donors | Actions |
|---|
No Teams Yet
Select a campaign and add teams to enable team fundraising.
🎯 Crowdfunding Campaigns
Create and manage your online fundraising campaigns
No Campaigns Yet
Create your first crowdfunding campaign to start raising funds online.