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…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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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…
Read moreIncome 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…
Read moreManaging Income
Income Module Overview
Compass tracks income records that have been generated through various activities by way of invoices/receipts. These invoices can be viewed, printed, and emailed and display specific line…
Read moreAdd Income in Bulk
The batch income record is used to enter in multiple income records that have similar characteristics such as being linked to the same activity, fund allocation, etc….
Read moreAdd a Full Income
The most commonly used and most powerful method for recording income. In addition to assigning a constituent and payment method, this option provides you with the full…
Read moreAdd a Quick Income
Use only if you need to quickly record income and payment to a constituent. No other data points can be added with this method. You can, however,…
Read moreAdding an Income Record
Income records track and report every dollar that runs through your organization within Compass-360. So by nature, they have a lot of complexities. At a basic level,…
Read moreIncome Management
The Income Module is where all your donations, sales, membership dues and more will be tracked. This module also stores the history of all income activity and…
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