Online Gift Management
scheduled/recurring giving, editing payments, outstanding commitments
By Maggie and 2 others3 authors17 articles
Nightly Transactions Report
How do I evaluate the effectiveness of a promotion?
What is the difference between a gift and a payment?
How do I change the donor on a payment?
How do I change a designation on a payment?
How do I refund a credit card donation?
How do I refund a bank account (ACH) donation?
How do I view memo field notes?
How do I save my payment method for future use?
Recurring Gifts and the 28th, 30th and the 31st
Can I schedule a future gift or add a recurring gift on behalf of a member?
How do I edit a donor's recurring gift in the admin portal?
How do I delete a recurring gift?
How do I run a report to see all donors with a recurring gift?
Recurring Gifts: Outstanding Commitment vs. Remaining Amount