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Receiving Donations & Contributions
How to view incoming payments, automate emails, issue receipts and fulfill contributions.
+2
35 articles in this collection
Written by
Josh Bloomfield,
Daniele Ramdial,
Sarah Hyde
and 2 others
Do tax receipts send to the billing email or the email on the supporter account?
What email does the tax receipt send to in Givecloud?
Written by
Kimberly Arcand
Updated over a week ago
Contributions - How to Manage and Report on Contributions
Givecloud offers a wide range of filters to help with managing and reporting on contributions.
Written by
Kimberly Arcand
Updated over a week ago
How Do I Fulfill Contributions?
Shipping and fulfilling contributions with Givecloud's ecommerce tools
Written by
Daniele Ramdial
Updated over a week ago
Switch the Supporter Profile on a Contribution
A quick guide on how to switch the supporter profile on a contribution.
Written by
Kimberly Arcand
Updated over a week ago
Can I Delete a Contribution?
In this article, we will highlight what contributions can be removed and how to manage refunded contributions.
Written by
Kimberly Arcand
Updated over a week ago
Creating a Meaningful Thank You Page
Thanking donors and continuing the conversation. How to create a positive experience for donors directly after they have donated.
Written by
Adam Volpe
Updated over a week ago
Txt to Give: Tracking Source
What is the tracking source field for?
Written by
Adam Volpe
Updated over a week ago
Previewing the Thank You Page
How can I see my Thank You page without putting through a contribution each time?
Written by
Adam Volpe
Updated over a week ago
Dealing with Chargebacks
Helpful steps for quickly dealing with chargebacks.
Written by
Josh Bloomfield
Updated over a week ago
Failed or Declined Payments
Understand why payments might fail, what different error codes mean, and how to resolve them.
Written by
Josh Bloomfield
Updated over a week ago
Edit an Item on a Contribution
If the Supporters wishes to edit the item on their contribution, you can adjust the item for them through the Contribution Page.
Written by
Kimberly Arcand
Updated over a week ago
How do I track a Givecloud Contribution in DonorPerfect?
Written by
Josh Bloomfield
Updated over a week ago
AVS, CVC and GeoIP Risk Indicators
Payment validation allows you to assess whether or not fraudulent payments are being made through your Givecloud account.
Written by
Josh Bloomfield
Updated over a week ago
Recurring Donations
When is the "Payment Method: Expiring" email notification sent?
Written by
Josh Bloomfield
Updated over a week ago
Recurring Payments & Donations
Discover how Givecloud automates your recurring payments and donations and learn how to customize Givecloud's behaviours.
Written by
Josh Bloomfield
Updated over a week ago
How do I update a supporter's payment method?
When a supporter gets a new card or their current payment method expires, a new payment method should be added to their profile
Written by
Daniele Ramdial
Updated over a week ago
Recurring Cash, Check or Other Payments
Learn how to track recurring payments that are received offline or managed in another system and track each payment you receive.
Written by
Daniele Ramdial
Updated over a week ago
How do I add a Recurring Payment Option?
Quickly add or edit your recurring donation options on your items to provide flexible commitment levels for your supporters.
Written by
Kimberly Arcand
Updated over a week ago
Manage Suspended Recurring Payments Settings with Account Updater
Givecloud offers more control to manage suspended recurring payments through Account Updater.
Written by
Kimberly Arcand
Updated over a week ago
How to change the frequency or amount of a recurring payment on Givecloud
This article explores how you can change the frequency and amount associated with an existing recurring donation on Givecloud.
Written by
Kimberly Arcand
Updated over a week ago
Cancel a Recurring Payment
How to cancel a recurring payment profile.
Written by
Adam Volpe
Updated over a week ago
Process Missing Recurring Payments
A guide on how to process missed payments and get your supporters back on track with their recurring payments.
Written by
Kimberly Arcand
Updated over a week ago
Account Updater
Keep payment information up to date and avoid losing recurring donations.
Written by
Sarah Hyde
Updated over a week ago
Tax Receipts
How to Create Single Tax Receipts
Learn how to create and manage single tax receipts.
Written by
Kimberly Arcand
Updated over a week ago
Manage Tax Receipts with Givecloud
Everything you need to know about tax receipts on Givecloud
Written by
Kimberly Arcand
Updated over a week ago
How to Create Consolidated Tax Receipts
Learn how to create and manage consolidated tax receipts.
Written by
Kimberly Arcand
Updated over a week ago
Customizing Tax Receipts
Create customizable email notifications and tax receipts with your branding.
Written by
Sarah Hyde
Updated over a week ago
How to Revise, Void or Reissue a Tax Receipt
Learn how to revise, void and reissue tax receipts using the All Tax Receipt Report.
Written by
Kimberly Arcand
Updated over a week ago
Reporting
Contribution Line Items Report
Report on all contributions and transactions by line items, including sponsorships and recurring donations.
Written by
Kimberly Arcand
Updated over a week ago
How do I create a sales report for an individual item or product?
Written by
Josh Bloomfield
Updated over a week ago
Platform Fees Report
Written by
Adam Volpe
Updated over a week ago
Payments Report
Use the Payments Report to review payment breakdowns, and assess payment risks, linking you to the original contribution.
Written by
Kimberly Arcand
Updated over a week ago
Frequently Asked Questions
How to Issue a Refund on Givecloud
Learn how to Issue refunds and partial refunds for contributions and transactions
Written by
Kimberly Arcand
Updated over a week ago
How do I mark a Contribution as 'Complete'?
Written by
Josh Bloomfield
Updated over a week ago
Resending a Contribution Received Email
Written by
Josh Bloomfield
Updated over a week ago