Online Gift Management

scheduled/recurring giving, editing payments, outstanding commitments

17 articles in this collection
Written by Carl Tierney, Maggie Vice, and Tim Roberts

Nightly Transactions Report

A daily report showing First Time Givers, Large Gifts, Reversals/Voids, and Expired Recurring Schedules

Written by Tim Roberts
Updated this week

How do I evaluate the effectiveness of a promotion?

Create a marketing effort to track giving performance

Written by Maggie Vice
Updated over a week ago

Managing Online Gifts

What is the difference between a gift and a payment?

Understand the relationship between gifts and payments

Written by Maggie Vice
Updated over a week ago

How do I change the donor on a payment?

Edit a payment to change the donor

Written by Maggie Vice
Updated over a week ago

How do I change a designation on a payment?

Steps to move a transaction to a different fund or other designation

Written by Maggie Vice
Updated over a week ago

How do I refund a credit card donation?

Steps to refund a credit/debit card payment

Written by Maggie Vice
Updated over a week ago

How do I refund a bank account (ACH) donation?

Steps to refund a bank account (ACH) payment

Written by Maggie Vice
Updated over a week ago

How do I view memo field notes?

Ways to view memo notes added by online donors and offline data entry team members

Written by Maggie Vice
Updated over a week ago

How do I save my payment method for future use?

Save card or bank information to your online giving profile for future use

Written by Maggie Vice
Updated over a week ago

Outstanding Commitments

Outstanding Commitments Due to a Failed Payment

Close outstanding commitments due to a failed payment

Written by Maggie Vice
Updated over a week ago

How do I close outstanding commitments?

Close commitments for a completed campaign

Written by Maggie Vice
Updated over a week ago

Scheduled and Recurring Giving

Recurring Gifts and the 28th, 30th and the 31st

Written by Carl Tierney
Updated over a week ago

Can I schedule a future gift or add a recurring gift on behalf of a member?

Create a scheduled or recurring gift in the V2 admin portal

Written by Maggie Vice
Updated over a week ago

How do I edit a donor's recurring gift in the admin portal?

Steps to edit a recurring gift in the admin portal

Written by Maggie Vice
Updated over a week ago

How do I delete a recurring gift?

Remove a donor's recurring gift using the V2 admin portal

Written by Maggie Vice
Updated over a week ago

How do I run a report to see all donors with a recurring gift?

Generate a list of recurring schedules

Written by Maggie Vice
Updated over a week ago

Recurring Gifts: Outstanding Commitment vs. Remaining Amount

Understand the differences between outstanding commitments and remaining amounts as they apply to recurring gift schedules

Written by Maggie Vice
Updated over a week ago