Setting up the Contributions screen to post Online 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. "Online Donations") 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 Online donations: (See Examples below)
- Select the applicable calendar date on the calendar. We recommend posting on the date that the donation is deposited into your Bank Account. For example, if the donation was made on 6/22 but not received into the Bank Account until 6/25, then use 6/25 as the date of the donation. 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. "Online Donations") in the Service column.
- Choose the Fund(s) that the donor specified.
- Specify the $ Amount given to the Fund. If the Donor included additional $ to cover fees, then include that in this Amount. Optionally, the additional fee donated can be recorded separately. see below.
- 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.
Optional method to Record a Fee Donated:
- 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: OPTIONAL FEE DONATED METHOD
Example: Proportionally splitting the Fee to more than
one Fund. Donor gave $100 Tithe and $500 Building Fund and a $18.27 fee was charged.
Is there a quick method to Split Fees between 2 or more Funds?
