Vision2 Client Success

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

Nightly Transactions Report

Create a marketing effort to track giving performance

scheduled/recurring giving, editing payments, outstanding commitments

Understand the relationship between gifts and payments

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

Steps to refund a credit/debit card payment

Steps to refund a bank account (ACH) payment

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

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

Close outstanding commitments due to a failed payment

Close commitments for a completed campaign

Create a scheduled or recurring gift in the V2 admin portal

Steps to edit a recurring gift in the admin portal

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

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