Processing Refunds

Occasionally, you may need to process a refund for a donation. Maybe a donor experienced a connectivity issue while making a donation and a duplicate charge appeared,...

Matching Pending Income with a Constituent

Before you can make edits or add details to an income record that has been generated through an online portal, you must first link the income record...

Income Dialog Actions

There are various actions you can preform on a single or multiple records. Right click on a single income record to see the available actions. Actions Edit...

Delete an Income Record

If income records are entered in error in Compass-360, you can delete these records. In order to do so you must first be logged in with the...

Linking Income to an Event or Campaign

If you are manually adding a full income record or editing an existing income record that needs to be linked to an Event, Campaign, or Membership, you...

Adding Soft Credits to an Income Record

If you have supporters that fundraise for you, you can track the Donations that they facilitated by adding a soft credit on the Income Record of the...

Adding Custom Income Types

If you need to track additional income types that are not already included in Compass-360, you can setup these new income types in the Site Setup module....