Giving Help Desk
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Knowledge Base
Account Maintenance
How to Edit a Recurring Gift
Donor How To: Changing Account Details
Convenience Fee- New Giving Portal
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ChMS
How To: Map A Donor
How To: Correct an Incorrectly Mapped Donor
What is a ChMS?
Comment Box
Comment Box – New Giving Portal
Control Panel/Admin
Comment Box – New Giving Portal
How To: Correct an Incorrectly Mapped Donor
Payment Types – New Giving Portal
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Dashboard
How to Edit a Recurring Gift
How To: Correct an Incorrectly Mapped Donor
Payment Types – New Giving Portal
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Donation Receipt
DESIGN: New Giving Portal
How Do I Refund a Text Gift – New Text Giving Portal
Donation Receipt
Donations
Promotion and Resources
How to Edit a Recurring Gift
Setting Up A Recurring Gift
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Donors
Promotion and Resources
How to Edit a Recurring Gift
Donor How To: Changing Account Details
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Facebook
Facebook Integration Instructions
Forms
Pay Later
FORMS: Using Field Sets
How To Disable a Form
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Giving Portal/Giving Page
Non-Profit/Ministry: How to Online Giving Guide
How to Edit a Recurring Gift
FORMS: Using Field Sets
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Invoices
Reports: Batch Deposit & Billing (Vantiv)
How To: Settle Your Invoice
Invoices
Kiosk
Kiosk Restore Instructions for IOS 12.2
Kiosk Giving Guides
Kiosk Restore Instructions
Managers/Users
Promotion and Resources
Admin Guide for the New Upgrade
How to Edit a Recurring Gift
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MinistryOne
Promotion and Resources
MinistryOne Mobile App
New Giving Portal
Promotion and Resources
Text Card Template: Non-profit/Ministry
Admin Guide for the New Upgrade
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NPO/Ministry
Text Card Template: Non-profit/Ministry
Email template for online giving: Non-profits/ministries
Email template for the new interface- Non-profits/ministries
Reference
What information does the application require?
New Customer Setup Checklist
Kiosk Restore Instructions
Release Notes
June 2019 Release Roundup
May 2019 Release Roundup
Summary of Latest Product Updates
Reporting
Pay Later
PCI Compliance
What information does the application require?
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Settings
Payment Types – New Giving Portal
PCI Compliance
Short Codes for Text Giving
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Text Giving
Text Card Template: Non-profit/Ministry
Non-Profit/Ministry How to Text Guide
How To: Instructions for Donors- New Text Giving Portal
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Transactions
Setting Up A Recurring Gift
Pre-Authorization Charges
Comment Box – New Giving Portal
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Virtual Terminal
PCI Compliance
Virtual Terminal – Add a Donation