Setting up the Contributions screen to post on-line donations:
(only do the following if the Service(s) do not exist)
- Add a new Service to the Service list using the name of the Online Giving Platform.(ie. "GiveCo") If you are using more than one, then add each one.
- Move the new Service(s) down the list so that they are below the Primary/most commonly used. (usually "Morning Worship")
Posting on-line donations: (See Examples below)
- Select the applicable calendar date on the calendar. We recommend that you post on the date that the donation was made by the donor. The other option would be to select one day of the week to process all online donations received during the week. (ie. Saturday) Be consistent!
- Select the Online Giving Service (ie. "GiveCo") in the Service column.
- Choose the Fund(s) that the donor specified.
- Specify the $ Amount given to the Fund.
- Choose the "EFT" type.
- Save the changes by clicking the "Save Entry" button.
If a Fee is charged by the Online Giving provider:
- Add a new Contribution line.
- Select the Online Giving Service in the Service column.
- Select the applicable Fund (usually "Tithe"), but could also be the Fund given on this particular donation.(ie. "Building Fund")
- Specify the $ Amount of the Fee as a NEGATIVE amount.
- Choose the "FEE CHARGED" type.
- Save the changes by clicking the "Save Entry" button.
If a Fee is PAID by the Donor:
- Add a new Contribution line.
- Select the Online Giving Service in the Service column.
- Select the applicable Fund. This will be the same Fund as used for the FEE CHARGED line.
- Specify the $ Amount of the Fee PAID as a POSITIVE amount.
- Choose the "FEE DONATED" type.
- Save the changes by clicking the "Save Entry" button.
Example: Donor gave $75 Tithe and a $3.12 fee was charged by the
Online Giving Service.
Example: Donor gave $75 Tithe and $25 Building Fund and a $3.12 fee
was charged by the Online Giving Service and paid for by the Donor.
Example: This is an example of proportionally splitting the Fee to more than
one Fund. Donor gave $100 Tithe and $500 Building Fund and a $18.27 fee was charged by the
Online Giving Service.
Is there a quick method to Split Fees between 2 or more Funds?