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V4 Finance

December 11, 2019 @ 9:30 am - 4:30 pm

thankQ Finance

You will learn how to;

  •   Setup codes to be able to track money received from campaigns, events, merchandise, memberships, pledges, donations etc.
  •   Understand how to create payment batches and know the different ways thankQ can process these.
  •   Run batch reports and paying in slips.
  •   Create a quick receipt or bulk receipts from the batches and file these under the contact records.
  •   Be able to search for batches and payments.
  •   Know how to reverse any dishonoured payments or payments made against the wrong contact.
  •   Know the difference between continuous and fixed pledges.
  •   Send acknowledgement letters, reminders etc.
  •   Put pledges on hold or write down instalments and/or the whole pledge.
  •   Reactivate written down pledges, add instalments, change instalment dates and amounts.
  •   Load all pledges that are due and how to print an end of year receipt summary.
  •   Get acquainted with Finance Reporting.


  •   thankQ Essentials
  •   Basic knowledge of Windows systems
  •   General experience using Windows programs
  •   Basic knowledge of Word
  •   Basic knowledge of Excel

Approximate Duration:

  • 6 hours

Enquiry and Booking


December 11, 2019
9:30 am - 4:30 pm
Event Category:


Margaret Kamstra
+61 2 8904 9755


Sydney Training Centre
L14, 275 Alfred St
NORTH SYDNEY, NSW 2060 Australia
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+61 2 8904 9755

We also offer specialised training/consultancy service. Building on the skills acquired during basic training we can refine your knowledge and expertise. In addition, we can review your processes and help with documentation. 

Training, customised or not, can be conducted either at your office (if you have a suitable environment) or at the thankQ’s training centre.Contact Us if you require a quote.

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