How can you use the SalesVu App for donations
Today, we're going to show how you can use the SalesVu App for donations. You can see that we can connect the square for accept payments .you can use either the Square Swiper or contactless reader. All you have to do touch on new donations and entered the donation amount. So here we go into $10 to add a new donor’s information, touch on the drop down and touch on the new customer. Now you can enter the donor's information first name, last name, phone number, email address, mailing address, additional required fields such as events, occupation, employer and political committee.
Once all of the required information is entered, you can now go ahead and save it. Next is the payment screen. Here will go hands like a credit card. To process a credit card transaction, you can insert or tap to pay using the square. Now, if you touch on view all donations, you will be able to see the most recent donations received moving on to the sales dashboard. Here, you can see a complete list of all your customers that have been saved.
Now let's say you want to view all customers that have donated more than 200. Here you can click on Advanced Option and enter the minimum amount of 200. From the drop-down, you can also export it into a spread sheet. Opening the spread sheet, now you can view all of the donor's information. This also includes the event name, the Occupation Employer, Political Committee and, of course, the donation amount. Now, if you want to view all customers that donated less than 200 there, you would click on advanced option Enter 200 as the maximum amount now moving on to reports here, we would generate more analytical data
The default report will break down the city and the staff member where they process donations now similar to the previous report regenerated. You can change this into a more visual interpretation by changing it into inline pie or bar graph. Thanks for watching. Let us know if you have any questions.
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