As part of PaySimple’s Philanthropy February, we are giving our InvoiceSimply® software to nonprofits free for life.  But how does InvoiceSimply work, and how can nonprofits use it to be more efficient or increase donations?  Here are a few ways our nonprofit customers find it helpful:

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  • Use it as a donation drive tool– Do you have quarterly, semi-annual or annual donation drives?  Let InvoiceSimply take care of the legwork and tracking for you.  You can customize emails sent to your donors to be in the form of “donation requests” and even add attachments like donation request forms or information about upcoming events.  There is no limit to the number of emails you can send.You can even set up automated donation requests to go out on the schedule you specify.

    Example Email (Click to enlarge)

    Customize the message to each donor or to reflect previous accomplishments and upcoming initiatives.  Then, as donations are mailed in, you can mark each donor’s record so you have an easily accessible record of how much each person has contributed, which is great for follow-up “thank you” conversations.

  • Use it to manage your donors’ information – InvoiceSimply can help keep your donors’ information organized, secure, and accessible from anywhere.  Store names, addresses, emails and contact information, as well as any special notes.  This way, you’ll always be able to access your donors’ information, know their payment history, and improve relationships.  There is no limit to the number of customer records you can store.
  • Use it to invoice for fundraising activities– We all know that carrying cash and checks is becoming less and less common.  Say you hold a silent auction or sale, and someone didn’t bring cash or a checkbook.  With InvoiceSimply, you have another option.  Simply take down their information (or enter it directly into the interface if you have Internet accessibility) and send a follow-up invoice – simple as that.  Plus, you’ll have their information stored and easily accessible to follow-up or send automatic reminders.

Creating an email with PDF attachment (Click to enlarge)

To sign up for InvoiceSimply free for life1, simply register for an account before February 29th using the promo code FEB4LIFE.

If you’d like to do more with your invoicing software, such as accept electronic payments via credit cards and echecks, automate recurring donations or set up an online donation form, you should also check out PaySimple Pro.  Upgrading to PaySimple Pro allows you to receive and process your donations and payments online, and all funds are deposited directly into your bank account.

1Offer eligibility for FEB4LIFE promotion is based on the user having a nonprofit business. PaySimple reserves the right to cancel, revoke, or otherwise prevent the issuance of the account if there is any suspicion of fraudulent and/or misuse of this offer with or without notice to the parties in question. Offer expires on 2/29/2012 at 11:49pm MST. Other restrictions may apply.

Sarah Jordan

Sarah Jordan

Sarah Jordan is the VP of Marketing for PaySimple, the leading provider of service commerce solutions for SMBs. At PaySimple, Sarah leads the company's brand, acquisition, lifecycle, and product marketing strategies, and has been an integral player in growing the company from a fledgling startup to a leading SaaS platform, serving over 15,000 businesses across the country. She loves live music, being outside, great food, and hanging out with her husband, little boy, and dog.

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