Giving
Setting up online giving, entering batch donations, pledge tracking, and more
General
- Does Churchteams integrate with Quickbooks or other accounting software?
- How to follow up with lapsed givers?
- How to I edit or add Contributions Funds or Designations in Churchteams?
- How to cancel or edit a recurring donation
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?
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
Contribution Statements
- 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.
- Ensuring accurate data before sending contribution statements & troubleshooting tips
- How do I create a report showing different levels (bands) of giving?
- Sample content for Contribution Statements Emails and Cover Letters
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?
Batches
- 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?