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Help Center
Giving
Getting Started with Churchteams
Resources
People Setup
Post-Conversion FAQs
Membership
Settings
Member Data
Merging Members
Family Data & Combining Households
Member Notes
Directory
Security
Groups
Groups: Settings
Attendance
Leader, Coach, and Staff: Access & Notifications
Communication
Texting
Email
Mailing Labels
Website Integration
Member App
Giving
Setup
General
Batch Entry
Online Giving
Financial Reports & Statements
Pledge Tracking
Volunteers
Registrations
Settings
Registration Attributes
Check-in
General
Troubleshooting
Settings
Tablets
Text-to-Check-in
Setup
Automation
Workflow
Saved and Scheduled Reports
Reports
General
Groups
Members
Financial
Settings
Set Up
User Accounts
Notifications
Accessibility
GrowthFinder
Account Info
Security
Giving
Giving
Setup
Best practices transitioning online giving to Churchteams.
How to Import a transaction file
How to customize your online giving page and contribution receipt.
How to add a logo and text to the online giving donation page.
How do I create an online giving account?
How to export Pushpay transactions for import into Churchteams
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General
How to I edit or add Contributions Funds or Designations in Churchteams?
Does Churchteams integrate with Quickbooks or other accounting software?
How to follow up with lapsed givers?
How to cancel or edit a recurring donation
Batch Entry
How do I enter giving contributions in Churchteams (Batch Entry)?
How do I handle non-cash, charitable fund/trust, or crypto-currency donations?
Can you use a check scanner with image archiving for contributions?
Setup a Check Scanner on a PC
How do we add envelope number as an option to look up contributors during batch entry?
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Online Giving
An overview of Text-to-Give
A contributor is having trouble accessing their online giving account. How can I help them?
How to cancel a recurring transaction to a fund that is no longer available
Does the system notify us and/or the donor when a credit card expires?
Can I edit a donation after it was entered with a batch or through online giving?
How do I refund an online donation or stop a recurring transaction?
How do staff manually enter contributions for other people?
How to update information from online giving portal?
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Financial Reports & Statements
Ensuring accurate data before sending contribution statements & troubleshooting tips
How do I run a report for multiple giving batches?
How do I send out contribution / giving statements?
Statements: How-to Video
How to send a giving statement to one person.
How to include names of both spouses on giving statements?
How to override the first line of address/name for giving statements?
How to hide individual family member names on family contribution statements?
Can I use legal first name in financial statements?
How to show contributions for a business on statements.
How do I create a report showing different levels (bands) of giving?
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Pledge Tracking
How do I set up a Pledge Campaign and track Pledges?
How are donations (or recurring giving) matched to pledge funds?
Can I set up multiple pledge campaigns?
How do we apply non-tax-deductible donations toward completing a pledge?
What happens to pledges when two families are merged?
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