Donors Report

To access the Donors Report on PayBee, navigate to Reports, then click "Donors".

Here, you can view detailed information about each donor. This includes transaction history and more profile details. Make sure to adjust the date range to include all donors. You also have the option to include everyone who has participated on PayBee, even if they have not made a donation, by clicking the checkbox next to Show all Donors.

From the Donors Report you can also send the annual receipt to everyone as well as to individual donors if needed.

More information about each donor is available by clicking the three dots next to a donor's name. This gives you the option to see more details or export additional details.

Update Donor Record

You can edit their street address, phone number, or add an external donor ID. We can update emails, but this must be done from the "All Transactions" report by pressing the three dots next to them and selecting "Edit" entering in the new email and then clicking on Update to update their email.

Previewing Annual Receipts and Year to Date Receipt

You are also able to preview and send an annual receipt, as well as a year-to-date receipt. Your are able to preview the receipt or send it right away.

Donors Notes

You also have the ability to display and add notes for a donor. Any notes that have been added can be viewed , and you can add as many notes as needed.