Getting Started
15 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 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 as well as set which appear in the giving portal.
How to 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?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 you can temporarily turn off the giving portal.
How can I change the confirmation emails that get sent out when someone gives?Describes how to update the design of the confirmation giving emails.
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?How to Set up a Keyword for a specific designation
How do I create a seperate giving portal?Describes how to set up a copy of a merchant account.
How do I record tithes and offerings from a Sunday service?Getting Started with Contributions