We know how important it is to be able to track and manage sources of revenue other than donations, such as grants and sponsorships. That's why Keela has created a Revenues feature to help you keep track.
Our Revenues feature allows you to log sources of revenue and send receipts. With our platform, you can say goodbye to spreadsheet tracking of revenues!
Your relationships with your supporters are made up of numerous interactions over time. It can be difficult to keep track of the revenue that an individual contact or organization has made, and your communication with that contact, and that's why we have made our Revenues tool part of our Contacts feature.
When you use Revenues to record the revenue you receive and manage receipts, you can keep track of your contacts' revenue history and use this information to guide you when approaching different contacts to best target your fundraising efforts.
Where can I find Revenues?
You can find the Revenues tab for a contact by clicking on the 'Contacts' tool in the left sidebar of your screen and selecting an individual contact. In the top-centre of your page, you'll notice the 'Revenues' tab.
When you open the 'Revenues' tab within any contact, you will see an ongoing log of the funding they've provided to your organization.
What can I track with Revenues?
Using the Revenues feature, you can log the following types of revenue:
- Purchases (merchandise such as t-shirts, event tickets, etc.)
- Other (for anything else)
When you log revenue, you'll have the opportunity to associate it with an Impact Area, Campaign and Source to be able to specify where the funds are coming from and how they are helping your organization.
How do I record revenue that I receive?
Take a look at our article Logging Revenue for a Contact to get started.
Can I accept online payments for Revenues?
While Revenues does not have a public payment page, if you have a Stripe account you can charge credit cards using the 'Pay & Generate' option under the '+Receipt' button. See Generating a Receipt for Revenue for more details on this feature.
Already have Stripe connected for Donations or Memberships? Then you're good to go!
Don't have a Stripe connected yet? See Connecting Stripe with Keela for setup information.