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64 Articles in this category.
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Resend an email invitation
1094 Views 0 Likes
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Create a New Account on the Public Site
1687 Views 0 Likes
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Update Missing Envelope Numbers
1884 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
988 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1142 Views 0 Likes
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How Donors Download Tax Statements
2030 Views 0 Likes
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Refund a Contribution through a Donor Account
1229 Views 0 Likes
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About Activity History
1049 Views 0 Likes
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About Managed Accounts
2874 Views 3 Likes
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Reset Donor Password
1837 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2118 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1762 Views 0 Likes
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Add a Managed Account for Online Giving
2519 Views 3 Likes
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Refund a Donor Account for a Removed Donor
980 Views 0 Likes
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Remove Donor Account
1529 Views 3 Likes
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Donor Option to Increase Donation when Using a Credit Card
2227 Views 2 Likes
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Edit a Note on a Donor Record
1825 Views 0 Likes
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Delete a Note on a Donor Record
1566 Views 0 Likes
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Add a Note to Donor Record
1725 Views 0 Likes
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Unmatch Directory and Public Accounts
1439 Views 1 Like
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Ideas to Increase Your Donors
936 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
1979 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1674 Views 0 Likes
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Donors can Disable Two-factor Authentication
1778 Views 1 Like
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Donors can Enable Two-factor Authentication
1964 Views 2 Likes
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About Two-factor Authentication
2421 Views 0 Likes
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Void Transactions
2165 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
996 Views 0 Likes
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Donor Email Preferences
2010 Views 0 Likes
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Add a Managed Account for Church Manager
1001 Views 0 Likes
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Add Multiple Managed Accounts
2299 Views 0 Likes
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Remove a Managed Account
1799 Views 0 Likes
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Search for Accounts in Online Giving
1207 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1726 Views 1 Like
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How a Donor Updates a Gift
3803 Views 14 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1714 Views 2 Likes
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Delete a Payment Method on an Account
1677 Views 1 Like
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How a Donor Deletes a Payment Method
1674 Views 0 Likes
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Update the Expiration Date on a Payment Method
1678 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1729 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1534 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1657 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1659 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2179 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2470 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1704 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1877 Views 0 Likes
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Update a Donor’s Managed Account Address
1737 Views 0 Likes
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Add or Change a Managed Account Default Email Address
1980 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2025 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1850 Views 0 Likes
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Add a Managed Account Payment Method
2142 Views 0 Likes
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Add a Managed Gift
2098 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1717 Views 0 Likes
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Account Types
2289 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1554 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3073 Views 3 Likes
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How Returning Donors Sign into the Public Site
2402 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1796 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
400 Views 1 Like
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Cancel a Pledge on the Donor Site
504 Views 0 Likes
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Donor Credit Card Information Updates
330 Views 0 Likes
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Update a Managed Gift for a Managed Account
1771 Views 0 Likes
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How a Donor Cancels a Gift
171 Views 0 Likes