A Product is what the donor is paying for when they make their contribution. Normally it would be a Donation, but could also be a Subscription (e.g. if you have a membership scheme), a Raffle ticket, a Book.
Products are set up and managed within the Settings area.
Within the Product's settings you can assign:
If it is Active or not.
The eligibility for Gift Aid at the Product level.
A default Fund (optional).
Accounts Interface Code - this will be exported as part of the Accounts Download process.
If it should be included in the Giving Summary statistics or not - see Giving Summary Stats.
Whether it is a Membership Product or not - Setting Up Membership Products.
📌Note: There are no limits to the number of Products that can be created.
Add a Product
Navigate to Settings, then click Configuration.
Select Products.
Click on the plus icon to the right of the screen and the a form will be displayed.
Fill the description for the Product you want to add.
Ensure it is set to Active.
Add the additional detail as required:
Default Fund.
Potential Gift Aid-able.
Accounts Interface Code.
Inclusion for Giving Summary stats.
Click Save Changes.
The Product will then be available for use when adding a Transaction to your Donorfy. The field selection for the Product is within the Transaction Allocation section.
Reporting on Products in Transaction Lists
Products can be used within a Lists Filter options and added as a field In your List.
To add the data field:
Click on the data field selector icon.
Type Product into the search field, the options will then be displayed.
Donorfy Academy
The Donorfy Academy features a learning course for Financial Settings - enrol here.