Dashboard
It happens to the best of us! If a donor makes an error while inputting a tributee's email address, easy to fix. Here's how you can amend this directly in the Dashboard:
Head over to the relevant donation
If you are an organization based in the US, you have the freedom to select the format of your donors' addresses. You can easily alternate between ALL CAPS and Proper Case address formats in the settings.
The Questions feature is a useful tool for obtaining information from donors during Checkout, Fundraisers, and Virtual Terminal. You can manage and create questions from the Settings section of your Fundraise
Want to guide your donors using Donate Form element straight to the checkout payment screen, skipping the initial ask page? Yes, it's possible with a few tweaks in your campaign settings.
To direct donors
We offer a wide array of payment methods, enabling donors to select their preferred method for making contributions. This provides donors with convenience and enhances organizational flexibility and fundraising
If a recurring plan has a "Scheduled" status due to being skipped by the donor or via the Dashboard, there isn't a direct way to unskip it. However, you can use the following workaround to reactivate the
The Recurring tab will show recurring plans as a whole. The Donations tab, if filtered to recurring, will show every donation installment processed for all plans within a time frame. As a result, you should
To update your organization's legal information, including your registered address, navigate to the Account settings page under your general settings. Scroll to the Legal section of the page and here
You can edit or add account codes on accounts from the Account page of Settings, or by going to the Subaccounts page and editing it for subaccounts of the current account.
Account code is a field that