Receiving Donations & Contributions

How to view incoming payments, automate emails, issue receipts and fulfill contributions.

36 articles in this collection
Written by Josh Bloomfield, Daniele Ramdial, Sarah Hyde and 3 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

Settlement Batches Report

An overview of the Settlement Batches Report.

Written by Andrew Scott
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