Contributions
Learn about online giving as well as how to track contributions and pledges for your organization.
58 articles
- How do you generate end-of-year giving statements?Describes how to generate end-of-year giving statements to be mailed or emailed.
- How does Text-to-Give work?How does a donor set up Text-to-Give
- How to update the Deposit Bank AccountDescribes steps to change the account Contributions are being deposited to.
- How do I manage the giving designations?Describes how to add, edit, and delete giving designations.
- How do I change the order of designations on the Giving Portal?Describes how to change the order in which designations will appear on your giving portal
- How do I change the Designation Code/ Abbreviation?Describes how to modify a Designation Code.
- How do I set up One Church Giving?Describes how to enroll and set up our online giving platform, One Church Giving.
- Know Your Client (KYC) requirements when enrolling in One Church Giving.Describes what Know Your Client (KYC) requirements are necessary.
- Can I temporarily disable the giving portal?Describes how to temporarily turn off a giving portal.
- How do I generate giving statements for multiple people?Describes how to generate giving statements for the entire church or for a subset.
- How do I embed the giving portal on our website?Describes the steps to add the giving form to any website.
- Can I Text-to-Give to a specific designation?Describes how to set up a Text-to-Give keyword for a designation.
- How do I add and manage giving portals?Describes how to add, copy, and delete giving portals.
- How do I record tithes and offerings from a Sunday service?Getting Started with Contributions
- What is a batch?Describes what a batch is and when one is created.
- When are deposits made?Describes how long after a payment is processed before the deposit is expected.
- How do I create a batch?Describes how to create a new batch.
- How do I add contributions?Describes how to add or import transactions/contributions.
- How do I enter an in-kind contribution?Describes the process of adding a non-monetary donation into Contributions
- How do I delete a batch?Describes how to delete a batch or batches.
- How do I close/post a contribution batch?Describes how to close a transaction/contribution batch and optionally post it to accounting.
- How do I find and reopen a closed batch?Describes how to access and reopen a closed batch.
- What batch reports are available?Explains what the available batch reports are and how to run them.
- What are unmatched contributions?Describes what unmatched contributions are, how they occur, and how to handle them.
- How can I view open batches?Describes how you can view batches of all statuses.
- How can I download a PDF of a batch?Describes how to download a PDF of the transactions on a contribution batch.
- How do I refund a donation?Describes how to refund a donor's online transaction (donation).
- How do I handle chargebacks?How to record a chargeback for a donation.
- How do I handle a returned check?Describes how to account for a returned check.
- What is an ACH Return?Describes when an ACH Return may occur and what each code means.
- How do I move transactions between batches?Describes how to move transactions found within a batch.
- What happens when a transaction is returned?Describes how to handle returned transactions.
- How does the giving portal match profiles for individual and recurring donations?
- What is a giving campaign and pledge?Introduction to giving campaigns and pledges
- How do I add a giving campaign?Describes the steps needed to create a giving campaign
- How do I add a giving pledge?Describes how to add a pledge to an existing campaign.
- How do I track progress for giving campaigns and pledges?Describes how to view progress on both a giving campaign and pledges.
- How do I delete a giving campaign?Describes how to delete an existing giving campaign.
- How do I delete a pledge?Describes how to delete an existing giving pledge from the system.
- How do I view all recurring giving schedules?Describes how to view all recurring contribution schedules, both active and inactive.
- How do I edit an existing recurring giving schedule?Describes how to modify the details of an existing recurring giving schedule.
- How do I delete or stop a recurring schedule?Describes how to remove or stop a recurring schedule from continuing.
- How do I add, edit, or delete a business?Describes how to add, modify or remove a business.
- How does giving on behalf of a business work?Describes giving on behalf of a business and business giving.
- What is a soft credit?Describes what a soft credit is and how to add one to a contribution.
- How do I download a business's giving statement?Describes how to download the giving statement for businesses.
- How do I edit a business?Describes how to edit an existing business.
- How do I delete a business?Describes how to delete or remove a business.
- How do I enable remote deposit and is there a cost?Describes how to enable the SmartPay integration with Jack Henry for bulk check scanning and remote deposit into a bank account.
- What are the supported check scanners for remote deposit?Describes supported check scanners for remote deposit.
- How do I set up my check scanner for remote deposit?Describes the steps needed for setting up check scanning in SmartPay by Jack Henry for remote deposit.
- How do I process checks for remote deposit?Describes how to scan checks for remote deposit via SmartPay by Jack Henry.
- Why has my remote deposit check been rejected?Describes resolving the rejection of a remote deposit check