Next steps

Pour :Administrateur

You have taken the tour of the interface? Good. Now, the right reflex is not to explore everything in the order of the modules: it is to start from your current need and tackle the module that meets this need.

This page offers 6 typical paths according to the objective you are pursuing.

1. "I need to record a payment"

The most frequent case. A donation has been received (cash, check, transfer) and it needs to be tracked.

1. 1

   Read the Payments overview record

   Go to Payments to understand the module overview.

2. 2

   Follow the entry procedure

   Add a payment — a few minutes are enough.

3. 3

   Issue a tax receipt if necessary

   Tax receipts — Unisoft handles the generation and automatic sending.

2. "I need to build my contact database"

Before any automated collection, before any public site, you need a clean contact database.

1. 1

   Discover the Contacts module

   Go to Contacts for the overview.

2. 2

   Import in bulk OR create one by one

   Depending on your starting point: import from an Excel/CSV file or manual creation.

3. 3

   Organize in families

   Families group the records of the same household — essential for invoicing and invitations.

3. "I want to launch a collection"

A fund to renovate a hall, a one-off project, a targeted appeal on a cause.

1. 1

   Discover funds

   Funds — overview and examples.

2. 2

   Create your first fund

   Give it a name, a numbered goal, an end date, a description.

3. 3

   Share the donation link

   A public page is generated automatically — share the URL by email, WhatsApp or on your site.

4. "I want to set up monthly direct debits"

To build loyalty with your donors: regular commitment, automatic collection.

1. 1

   Understand recurring payments

   Recurring payments — overview.

2. 2

   Offer recurring payment to your donors

   On the next campaign or via your donation page: the donor chooses the frequency and the amount.

3. 3

   Track the direct debits

   List of recurring payments — Unisoft alerts in case of failure.

5. "I want to open a public page to collect online"

Several options depending on the context:

Need	Right tool
A one-off targeted collection (renovation, trip, etc.)	Funds
A paid registration (class, event, meal)	Forms
A direct marketing campaign with traffic sources	Campaigns
An event cycle (holidays, Shabbat, class cycles)	Event Journeys
A real web showcase (schedules, team, events, contact)	Website

6. "I need to prepare my annual tax declaration"

If your organization is eligible for the tax deduction, at the end of the year you need to produce a report for the administration.

1. 1

   Check the current year

   Throughout the year, Unisoft automatically issues the receipts — see Tax receipts.

2. 2

   Prepare the declaration

   Annual tax declaration — the summary export, the canceled receipts, the legal report.

Good reflex for the continuation

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Don't skip the guided tours

At each new module, let yourself be guided by the automatic tour that triggers on your first visit. That's 90 seconds that will save you an hour of fumbling. See Guided tours.

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This documentation is your reference

You can at any time come back here to dig into a specific point. Use the search bar at the top of the page: type for example "refund", "fund" or "reconciliation" to land directly on the right procedure.

Never lost again

• If a feature is missing, report it to contact@unisoft.world — your need may be planned on the roadmap.
• If you have a doubt, ask the question before acting: a deletion or a refund is rarely reversible in two clicks.
• If a colleague arrives, have them do the path of this section in order — that's 15 minutes for them to be autonomous.