Contributions | One Church Software Help Center

Getting Started

Setting up giving portal

Describes how to set up the system for online giving and text giving.

Written by Jorge
Updated over a week ago

How do I manage the giving funds?

Describes how to add, edit, and delete giving funds as well as set which appear in the giving portal.

Written by Jorge
Updated over a week ago

Can I temporarily disable the giving portal?

Describes how you can temporarily turn off the giving portal.

Written by Jorge
Updated over a week ago

Can I change the confirmation emails that get sent out when someone gives?

Describes how to update the design of the confirmation giving emails.

Written by Jorge
Updated over a week ago

How do I generate giving statements for multiple people?

Describes how to generate giving statements for the entire church or for a subset.

Written by Jorge
Updated over a week ago

How do I embed the giving portal on our website?

Describes the steps to add the giving form to any website.

Written by Jorge
Updated this week

Transactions

What is a batch?

Describes what a batch is and when one is created.

Written by Jorge
Updated over a week ago

How do I create a batch?

Describes how to create a new batch.

Written by Jorge
Updated over a week ago

How do I edit an existing batch?

Describes how to edit an existing transaction batch.

Written by Jorge
Updated over a week ago

How do I close/reopen a batch?

Describes how to close a transaction/contribution batch.

Written by Jorge
Updated over a week ago

What batch reports are available?

Explains what the available batch reports are and how to run them.

Written by Jorge
Updated over a week ago

How do the online giving automatic batches work?

Explains how batches are created from contributions submitted through the giving portal.

Written by Jorge
Updated over a week ago

What are unmatched contributions?

Describes what unmatched contributions, how they occur, and how to handle them.

Written by Jorge
Updated over a week ago

How can I view open and pending batches?

Describes how you can view batches of all statuses.

Written by Jorge
Updated over a week ago

How do I delete a batch?

Describes how to delete a batch.

Written by Jorge
Updated over a week ago

How do I add contributions?

Describes how to add or import transactions/contributions.

Written by Jorge
Updated over a week ago

Can I download a PDF of a batch?

Describes how to download a PDF of the transactions on a contribution batch.

Written by Jorge
Updated over a week ago

How do I import transactions into QuickBooks?

Describes the steps to import transactions into QuickBooks Online or QuickBooks Desktop application.

Written by Jorge
Updated over a week ago

Pledges

What is a giving campaign and pledge?

Introduction to giving campaigns and pledges

Written by Jorge
Updated over a week ago

How do I add a giving campaign?

Describes the steps needed to create a giving campaign

Written by Jorge
Updated over a week ago

How do I add a giving pledge?

Describes how to add a pledge to an existing campaign.

Written by Jorge
Updated over a week ago

How do I track progress for giving campaigns and pledges?

Describes how to view progress on both a giving campaign and pledges.

Written by Jorge
Updated over a week ago

How do I delete a giving campaign?

Describes how to delete an existing giving campaign

Written by Jorge
Updated over a week ago

How do I delete a pledge?

Describes how to delete an existing giving pledge from the system.

Written by Jorge
Updated over a week ago

Integrations

How does the Pushpay integration work?

Describes how the Pushpay integration is set up and functions.

Written by Jorge
Updated over a week ago

How do I reconcile contributions with Authorize.Net?

Contains some helpful tips in reconciling payments with your Authorize.Net integration.

Written by Jorge
Updated over a week ago

Envelopes

How do I assign a new giving envelope number?

Describes how to assign a giving envelope number to a person.

Written by Jorge
Updated over a week ago

How do I remove a giving envelope?

Describes how to remove (unassign) giving envelopes from a person.

Written by Jorge
Updated over a week ago

Recurring Schedules

How do I view all recurring giving schedules?

Describes how to view all recurring contribution schedules, both active and inactive.

Written by Jorge
Updated over a week ago

How do I edit an existing recurring giving schedule.

Describes how to modify the details of an existing recurring giving schedule.

Written by Jorge
Updated over a week ago

How do I delete or stop a recurring schedule?

Describes how to remove or stop a recurring schedule from continuing.

Written by Jorge
Updated over a week ago

Businesses

How do I add a business?

Describes how to add a new business.

Written by Jorge
Updated over a week ago

How do I edit business?

Describes how to edit an existing business.

Written by Jorge
Updated over a week ago

How do I delete a business?

Describes how to delete or remove a business.

Written by Jorge
Updated over a week ago

How do I download a business's giving statement?

Describes how to download the giving statement for businesses.

Written by Jorge
Updated over a week ago