Donor Account Questions
Questions related to the Donor's accounts.
- 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
- How to Edit a Donor
- How to Delete or Inactivate a Donor
- How to Enter a Check and/or In-Kind Gift for a Specific Donor
- How to Void an In-Kind Gift
- How to Reset a Donor's Session
- How to View or Add Account Notes for a Donor