Everything you need to know

Overview

eNidhi is a comprehensive donation management platform built specifically for Indian NGOs, charitable trusts, and societies. It brings together online & offline donation tracking, automated 80G receipt generation, fundraising campaigns, payment gateway integration, and team management — all in one unified dashboard.

Registering Your NGO

Getting started with eNidhi is quick and easy. Anyone can sign up and begin using the platform right away — no approval process required.

1. Sign Up

   Click "Get Started" on the landing page and fill in your NGO's basic details — name, email, phone number, and a subdomain you'd like to use (e.g., your-ngo).

2. Verify Your Email

   Check your inbox for a verification email and click the link to confirm your email address. This ensures you receive important notifications like donation alerts and receipt confirmations. You can use the platform right away — a friendly reminder banner will appear on your dashboard until you verify.

3. Start Using the Platform

   That's it! Once your email is verified, your portal is immediately active. Log in at your dedicated subdomain (e.g., your-ngo.enidhi.app) and start managing donations, creating campaigns, and issuing 80G receipts. You can also map your own custom domain at any time.

Dashboard Tour

Once logged in, you'll land on your organisation's dashboard. Here's what each section does:

Online Donations

The online donation feature lets you accept donations directly through your portal's public URL. Donors visit your donation page, fill in their details, choose an amount, and pay through an integrated payment gateway.

How It Works

1. Configure Payment Gateway

   Go to Payment → Settings and enter your payment gateway API keys. See the Gateway Setup section for details.

2. Customise Your Donation Form

   Go to Fields and use the drag-and-drop form builder to choose which donor information to collect — name, email, phone, PAN, address, and any custom fields.

3. Share Your Donation Link

   Your public donation page is at your-ngo.enidhi.app/online-donation. Share this link on your website, social media, and email campaigns.

4. Donations Flow In

   When a donor completes payment, the donation is automatically recorded in your dashboard and a receipt is generated. Both you and the donor receive email notifications.

Add Donation

Not all donations come through your website. The offline donation module lets you manually record cash, cheque, bank transfer (NEFT/RTGS/IMPS), and UPI donations with complete donor details.

Recording an Offline Donation

1. Go to Donations → Add Offline Donation

   Click the "Add Offline Donation" button from the donations list page.

2. Fill in Donor Details

   Enter the donor's name, email, phone, PAN (optional), and address. The form fields depend on your form builder configuration.

3. Enter Donation Details

   Specify the amount, payment mode (Cash/Cheque/Bank Transfer/UPI), date, and any notes. Attach the donation to a campaign or taxonomy if applicable.

4. Save & Generate Receipt

   Click Save. A receipt number is automatically assigned, and the receipt PDF is generated. You can email it to the donor immediately.

Managing Donations

The Donations page is your central ledger. Every donation — online or offline — appears here in a unified list.

Key Actions

• Search & Filter: Search by donor name, email, or receipt number. Filter by date range, payment mode, status, campaign, or taxonomy term.
• View Details: Click any donation to see full donor details, payment information, assigned taxonomies, and the linked receipt.
• Edit: Correct donor details, amount, or payment mode. All edits are logged in the audit trail for accountability.
• Delete: Remove erroneous entries. A confirmation dialog ensures no accidental deletions.
• Export: Export filtered results to CSV for external analysis or auditor review.

Donation Statuses

Payment Gateway Setup

eNidhi integrates with four major Indian payment gateways. You need your own merchant account with any one of them to start accepting online donations.

Setting Up Razorpay

Razorpay is the recommended payment gateway for its ease of setup and comprehensive feature set. Here's how to configure it:

1. Create a Razorpay Account

   Sign up at razorpay.com and complete your KYC. Once approved, you'll get access to the dashboard.

2. Get Your API Keys

   In the Razorpay dashboard, go to Settings → API Keys. Generate a Key ID and Key Secret. Use the Live keys for production (not Test keys).

3. Enter Keys in Donation Portal

   In your org dashboard, go to Payment → Settings. Select "Razorpay" as your gateway and paste your Key ID and Key Secret. Click Save.

4. Set Up Webhooks (Recommended)

   In Razorpay dashboard, go to Settings → Webhooks. Add a webhook pointing to your-ngo.enidhi.app/ajax/razorpay-callback.php for payment verification. This ensures donation statuses update automatically even if the donor closes the browser after payment.

CCAvenue · Easebuzz · PayU

The setup process for other gateways follows a similar pattern. Go to Payment → Settings, select your gateway, and enter the required credentials:

CCAvenue

• Merchant ID: Provided by CCAvenue after account activation.
• Access Code: Available in your CCAvenue dashboard under API Keys.
• Working Key (Encryption Key): Also in the CCAvenue dashboard. This is 32 characters long.

Easebuzz

• Merchant Key: Available in your Easebuzz dashboard.
• Merchant Salt: Provided during onboarding.
• Environment: Choose "Production" for live payments.

PayU

• Merchant Key: Available in your PayU dashboard under Integration.
• Merchant Salt: Provided by PayU. Keep this confidential.

Receipt Builder

The receipt builder is a visual drag-and-drop tool that lets you design exactly how your 80G tax receipts look. No coding or design skills required.

How to Design Your Receipt

1. Go to Receipt → Builder

   You'll see a blank canvas representing your receipt page.

2. Add Fields

   Drag elements from the sidebar onto the canvas: Organisation Name, Logo, Receipt Number, Date, Donor Name, Donor PAN, Amount (in words & figures), Payment Mode, 80G Registration Details, and a signature area.

3. Position & Style

   Click any element to reposition it, resize it, or change its styling. You can set font sizes, alignment, and spacing.

4. Preview & Save

   Click "Preview" to see how your receipt will look as a PDF. Once satisfied, click "Save Template". All future receipts will use this layout.

Receipt Numbering

Every donation gets a unique, sequential receipt number. You can customise the format in Settings → Receipt Number.

Number Format Options

The receipt number can include the following components:

• Prefix: A fixed text prefix, e.g., REC- or your NGO's short code.
• Year: The current calendar year (YYYY) or financial year (YYYY–YY).
• Counter: An auto-incrementing number. You can choose when it resets:
  • Never: Continues indefinitely (e.g., REC-2026-0042).
  • Yearly: Resets on January 1st (e.g., REC-2026-0001).
  • Monthly: Resets on the 1st of each month.
  • Financial Year: Resets on April 1st.

Sending Receipts

Once a donation is recorded (online or offline), the receipt PDF is automatically generated. You can send it to the donor in two ways:

• Auto-Email: For online donations, the receipt is automatically emailed to the donor's email address as soon as payment is confirmed. The email includes the receipt as a PDF attachment.
• Manual Send: From the donation detail page, click "Email Receipt" to send (or resend) the receipt to the donor. You can also download the PDF directly.

Creating Campaigns

Fundraiser campaigns let you create dedicated public pages for specific causes — like "Build a School" or "COVID Relief Fund". Each campaign has its own URL, goal amount, and deadline.

Creating a Campaign

1. Go to Campaigns → Create

   Click "New Campaign" and fill in the details.

2. Set Campaign Details

   Give your campaign a name, description, goal amount, and end date. Upload a cover image to make it engaging.

3. Publish

   Once published, your campaign gets a public URL: your-ngo.enidhi.app/campaign/your-campaign-slug. Share this link widely.

4. Track Progress

   The campaign page shows a live progress bar. When the goal is reached or the deadline passes, the campaign auto-completes and stops accepting donations.

Customising Donation Forms

The form builder in Fields lets you control exactly what information you collect from donors — both on the online donation page and in the offline donation form.

Available Field Types

Drag fields to reorder them. Mark fields as "Required" to ensure donors fill them in. The same form configuration applies to both online and offline donations.

Team Management

Add volunteers and co-admins to help manage donations. Go to Users to invite team members.

User Roles

Two-Factor Authentication (2FA)

Add an extra layer of security to your account with TOTP-based two-factor authentication. Once enabled, you'll need both your password and a 6-digit code from an authenticator app to log in.

Enabling 2FA

1. Go to Settings → Account

   Find the "Two-Factor Authentication" section.

2. Click "Enable 2FA"

   A QR code will appear on screen.

3. Scan with Authenticator App

   Use Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app to scan the QR code.

4. Verify Setup

   Enter the 6-digit code from your authenticator app to confirm. 2FA is now active on your account.

Reports & Exports

The Reports section lets you generate detailed donation reports with flexible filtering options. This is especially useful during annual audits, board meetings, and regulatory filings.

Available Filters

• Date Range: Select any custom date range or use presets (This Month, Last Quarter, This Financial Year, etc.).
• Payment Mode: Filter by Cash, Cheque, Bank Transfer, UPI, or Online (gateway-specific).
• Status: Filter by Completed, Pending, Failed, or Cancelled donations.
• Campaign: View donations tied to a specific campaign.
• Taxonomy: Filter by any custom taxonomy term you've created (e.g., a specific project or location).

Once filtered, you can export the results as a CSV file for use in Excel, Google Sheets, or any accounting software.

Billing & Plans

eNidhi operates on a subscription model. Go to Billing to view your current plan, payment history, and manage your subscription.

Understanding Your Plan