Client Support
In this section, you'll find many different support articles that should assist you in using our online donation management tools.
Donor Account Questions
- How to Add a New Donor
- How to Add, Edit, or Delete a Payment Account for a Donor
- How to Schedule a New Donation on Behalf of a Donor
- How to View, Edit, or Cancel a Donor's Recurring Payment Schedule
- How to View a Donor's Transaction History
- How to Merge Two or More Donor Accounts
Designations
- How to Change the Designation on a Settled Transaction
- How to Add a New Designation
- How to Edit an Existing Designation
- How to Create a Parent Folder
- How to Change a Parent Folder for a Designation
- How to Change the Status for a Designation
Giving Forms and Links
Settings
Account Management
Embedding Links
Transactions
- How to Process a Quick Transaction
- How to Download the Transaction Processor
- How to Change the Date of a Transaction
- How to Issue a Refund
- How to View Past Transactions from your Dashboard
- How to View Transaction Details
Reports
- Transaction Details by Transaction Date with Contact Info Report
- How to Access and Utilize Monthly Statements
- How to Generate a List of Recurring Donors
- Top 5 Stewardship Reports
- How to Generate a Report for a Specific Designation
- How to Generate a Single Report
Tax Receipts
- How to Set a Designation to be Included on Tax Receipts
- How to Confirm a Donor's Email Address is Used for Tax Receipts
- Personalize Your Tax Receipt Settings
- Configure Your Email Cover Letter
- How to Issue Your Donors' Year- End Tax Receipts
- How to Print a Tax Receipt for a Specific Donor
Training Videos
- How to Select Designations for Tax Receipts
- How to Customize Tax Receipt Settings
- Configure Email Cover Letter for Tax Receipts
- How to Send Tax Receipts to All Donors
- How to Send a Tax Receipt to a Specific Donor
- Year-End Tax Receipts Best Practices