Dashboard
Overview of your fundraising progress
Late Payments
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Overdue Pledges
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Expiring Cards
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Pending Emails
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| Date | Donor | Type | Amount | Status |
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📊 Reports Center
Generate insights and export data
Report Results
Select a Report
Click any report above or use the Quick Generator
🔔 Payment Reminders
Manage upcoming payment reminders
| Donor | Campaign | Amount | Due Date | Days Until | Last Reminder | Actions | |
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| Donor | Campaign | Amount | Due Date | Days Overdue | Reminders Sent | Actions | |
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| Date Sent | Donor | Type | Amount | |
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📧 Email Log
Track all sent emails and their status
| Date/Time | Recipient | Subject | Type | Status | Actions |
|---|---|---|---|---|---|
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📋 Audit Log
Complete history of all system actions
| Date/Time | User | Action | Entity | Details | IP Address |
|---|---|---|---|---|---|
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📄 Year-End Statements
Generate and send tax-deductible donation statements
| Donor | Total Donations | # Payments | Status | Actions | ||
|---|---|---|---|---|---|---|
| Select a year to load donors... | ||||||
Donors
Manage your donor relationships
Select a Donor
Click on a donor from the list to view their details
| Donor | Phone | Address | Total Pledged | Total Paid | Balance | Last Payment | Actions |
|---|
No donors yet
Add your first donor to get started
Pledges
Track all pledge commitments
| Donor | Campaign | Pledge Amount | Paid | Balance | Pledge Date | Status | Actions |
|---|
No pledges yet
Create your first pledge to start tracking
Payments
All payment transactions
| Date | Donor | Campaign | Amount | Method | Linked Pledge | Status |
|---|
No payments yet
Payments will appear here once recorded
🎁 Dedications
Manage sponsorships and dedication opportunities
| Date | Donor | Category | Item | Dedication | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
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January 2026
📅 Scheduled Payments
Manage upcoming automatic payments
| Scheduled Date | Donor | Amount | Pledge/Campaign | # | Method | Status | Actions |
|---|
No scheduled payments
Create a payment schedule from the payment modal
Behind Schedule
Pledges that need attention
| Donor | Campaign | Balance | Missed Payments | Actions |
|---|
All caught up!
No pledges are behind schedule
Failed Payments
Payments that need to be retried
| Date | Donor | Amount | Method | Reason | Actions |
|---|
No failed payments
All payments are processing correctly
🤝 Solicitors
Track fundraiser performance and commissions
| Name | Phone | Pledges | Payments | Total Raised | Commission | Actions |
|---|
No solicitors yet
Add solicitors to track who brings in donations
✅ Tasks
Manage follow-ups and tasks
| Task | Related To | Due Date | Priority | Assigned To | Status | Actions |
|---|
No tasks found
Create tasks to track follow-ups and reminders
📞 Call to Collect
Manage collection calls and follow-ups
Select a Contact
Click on a contact from the queue to see their details and log a call
📅 Zechusim Calendar
Manage institution and class dedications
🚗 Donation Pickup
Schedule and track donation pickups (Pushka, checks, cash)
| Donor | Address | Phone | Est. Amount | Scheduled | Status | Actions |
|---|
Schedule donation pickups to start collecting
Loading map...
Route Stops
Select pickups to add to route
Plan route to see map
📥 Import Data
Import donors, payments, and pledges from CSV or Excel
Download CSV templates with the correct column headers for importing data.
| Date | Type | File | Records | Status | Imported By |
|---|---|---|---|---|---|
| No imports yet | |||||
🧹 Data Cleanup & Validation
Find and fix data quality issues
Find contacts with similar names, same email, or same phone number.
Find contacts with invalid or missing email addresses.
Find and fix improperly formatted phone numbers.
Find contacts missing important fields (email, phone, address).
Find pledges/payments without matching contacts.
Standardize names (capitalize), format phones, clean addresses.
📝 Batch Entry
Quickly enter multiple donations at once
| Donor | Amount | Check # | Notes |
|---|
🌐 Donor Portal
Each donor gets a unique portal link to view their pledges, payments, and make online donations.
📋 How It Works
Click any donor → Click "🔗 Portal Link"
Copy and send via email or text
View balance, make payments, see history
👥 Donors with Portal Access
⚙️ Portal Settings
Allow Online Payments
Donors can make credit card payments through their portal
Show Payment History
Donors can view their complete giving history
Send Payment Receipts
Email receipt automatically after each payment
Allow Scheduled Payments
Donors can set up recurring payment plans
📍 Locations
Manage locations and track where donations come from
All Locations
| Name | Type | Address | Contacts | Payments | Total Collected | Actions |
|---|---|---|---|---|---|---|
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📍 Locations Map
💰 Revenue by Location
👥 Contacts by Location
📊 Location Performance
| Rank | Location | Type | Contacts | Pledges | Payments | Total Collected | Avg Payment |
|---|
📢 Crowdfunding Campaigns
👥 Crowdfunding Teams
📊 Crowdfunding Analytics
🕯️ Yahrzeits
Memorial date reminders and notifications
| Hebrew Date | Gregorian Date | Deceased | Donor | Relationship | Reminder | Actions |
|---|
No upcoming yahrzeits
No memorial dates in the selected time range
| Sent Date | Yahrzeit | Donor | Method | Status |
|---|
No reminder history
Sent reminders will appear here
| Deceased Name | Hebrew Name | Hebrew Date | Donor | Relationship | Status | Actions |
|---|
No yahrzeit records
Add yahrzeit records to track memorial dates
⚙️ Settings
Manage your organization, users, and preferences
🔗 Integrations
Find this in your Linx dashboard under Settings → API Integration
⚙️ Feature Settings
Choose which features are visible in your navigation menu. Disabled features will be hidden but data is preserved.
🔐 Role Permissions
Configure what each role can access. These permissions apply to all users with the selected role.
Donors
Pledges
Payments
Campaigns
Yahrzeits
Solicitors
Locations
Zechusim
Family
Credit Cards
Reports & Export
Tuition
System
📅 School Years
Manage academic years for tuition billing. The current school year determines which tuition plans and invoices are displayed by default.
| School Year | Start Date | End Date | Status | Actions |
|---|---|---|---|---|
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💌 Email Automation & Receipts
📧 Automatic Email Notifications
Payment Confirmations
Automatically send confirmation email when a payment is recorded
Pledge Confirmations
Automatically send confirmation with payment link when a pledge is created
Payment Reminders
Send automatic reminders for overdue pledges
Auto-Send Thank You
Automatically email thank you letters after donations
Donary Integration
Connect your Donary account to enable automatic payment syncing and webhooks. Enter your credentials below.
Donary Integration
Connect your Donary account to enable automatic payment syncing and webhooks. Enter your credentials below.
Send Time
Default time to send reminders
Erev Send Time
Time for evening-before reminders
📝 Message Templates
📧 Payment Reminders
Payment Due Reminders
Send reminder before payment is due
Days Before Due Date
When to send the reminder
Overdue Notifications
Send notice when payment is late
Payment Confirmation
Email receipt after payment
🔗 Integrations
Find this in your Linx dashboard under Settings → API Integration
👤 Users
👥 Contact Form Settings
📝 Form Field Display
Show Mr./Mrs./Rabbi dropdown
Show Hebrew/Yiddish name fields
Show organization/company field
Automatically suggest Hebrew equivalents
Show legacy ID field for imported records
Custom Hebrew Name Mappings
| ENGLISH NAME | HEBREW NAME | TYPE | ACTIONS |
|---|---|---|---|
| No custom mappings added yet | |||
The system includes 200+ common Jewish names with Hebrew equivalents (David→דוד, Cohen→כהן, etc.). Custom mappings take priority over built-in names.
📁 Campaigns
💳 Payment Gateways
Configure your payment processor API credentials to accept online payments.
CardKnox
Credit cards, ACH, e-check processing
Gateway Profiles
No profiles configured yet
Click "+ Add Profile" to add your first CardKnox gateway
- Separate accounts for different campaigns or locations
- Test sandbox transactions without affecting live account
- Different merchant accounts for different payment types
🔄 Auto-Retry Declined Payments
Automatically retry declined card payments after a specified number of days.
Add CardKnox Profile
Stripe
Global payments platform
PayPal
PayPal, Venmo, Pay Later
Square
Payments, POS, invoicing
📆 Scheduling Settings
Configure default scheduling options for recurring payments. These settings affect payment schedules that skip Shabbat and Jewish holidays.
Default Skip Options
Skip Shabbat by Default
Automatically enable "Skip Shabbat" when creating new payment schedules
Skip Yom Tov by Default
Automatically enable "Skip Yom Tov" when creating new payment schedules
Jewish Holidays (Yomim Tovim)
Select which holidays should be skipped when "Skip Yom Tov" is enabled. Dates are automatically calculated based on the Hebrew calendar.
📅 Dedications Manager
Create customizable dedication categories and items for your organization. Each category can have multiple items with flexible pricing and optional calendar integration.
📅 Zechusim Calendar Settings
General Settings
Allow Multiple Sales
Allow the same dedication type to be sold multiple times per day
Allow Duplicates per Rabbi
Allow multiple dedications per day for the same rabbi/class
Block Shabbat Sales
Prevent dedications from being sold on Saturdays
Zechus Pricing
Class Configuration
Configure classes with their grades and rabbis. Data is saved to the ZechusimClasses sheet.
🎨 Display Settings
Show Hebrew Dates
Display Hebrew calendar dates alongside Gregorian dates on payments
Date Format
Choose how dates are displayed throughout the application
Currency Symbol
Default currency for all amounts
🧾 Custom Receipt Designer
Design custom receipts for pre-printed paper or create your own layout. Premium feature.
⭐ Enable Custom Receipts
Premium feature - Design receipts for pre-printed paper
📐 Field Placement Designer
Position fields exactly where they need to print on your pre-printed receipts.
📋 Available Fields
📧 Email Settings
Configure email sending for your organization. Send emails from your own domain instead of the default system email.
📧 Connect Your Gmail
Send emails from your own Gmail or Google Workspace account. No external signup needed!
✅ Gmail Connected
Email:
All emails will be sent from this Gmail account.
📘 SendGrid Setup
- Create a free account at SendGrid
- Verify your email address
- Add and verify your domain (Settings → Sender Authentication)
- Create an API key (Settings → API Keys → Create API Key)
- Give it "Full Access" permission
- Copy the API key and paste it above
✅ Free tier: 100 emails/day forever
📘 Mailgun Setup
- Create a free account at Mailgun
- Add your domain (Sending → Domains → Add New Domain)
- Verify your domain with DNS records
- Get your API key (Settings → API Keys)
- Copy the API key and your domain name
- Paste them above
✅ Free tier: 5,000 emails/month (first 3 months)