Donations and Payments
Accept and manage payments, Gift Aid, and other transactions using our financial tools.
By Cristina1 author44 articles
General
Main features explained about donations and payments.
- Gifts in Memory and Gifts in CelebrationLearn how to record Gifts in Memory and Gifts in Celebration by connecting donations to the relevant person or tribute fund.
- Gifts in KindLearn how to record Gifts in Kind.
- Payments and AllocationsLearn what a Transaction is made of and what criteria is required for it to work.
- Using Donorfy with Multiple CurrenciesCollect and record transactions in multiple currencies, convert them into your home currency, and report on them accurately across your system.
- Campaigns, Products and Funds explainedLearn about the three essential codes that define every transaction.
- Transaction Data SummaryLearn what each transaction field represents so you can record donations accurately.
- Transaction Entry DefaultsLearn how to set default values for new transactions to speed up manual entry.
Timeline Transactions
Everything about the transactions on a Constituents Timeline.
- Add a Donation to a Constituent's TimelineHow to add a donation to a Constituent.
- Anonymous DonationsAdd a donation that can be anonymous or assign an anonymous donation to a Constituent.
- Reassign a TransactionLearn how to reassign a transaction and how to make a donation anonymous.
- Soft credits in DonorfyLearn how to acknowledge additional supporters vis Soft Credits.
- Add Previously Received TransactionsLearn how to add historic or newly received transactions to a constituent’s timeline.
- Set the Date Received on a DonationLearn how to correctly set the Date Received when entering past donations or transactions.
Acknowledgements and Letters
Everything on how to thank your donors.
- AcknowledgmentsLearn about what types of acknowledgements you can send, and how to set them up.
- Mail MergingLearn how to prepare data in Donorfy for use in Microsoft Word’s mail merge feature to create and print personalised letters using an Excel CSV file.
- Create individual files based on a Mail MergeLearn how to convert a merged Microsoft Word mail-merge document into individual files using Master Document tools.
- Use Mail Merge for AcknowledgementsLearn how to generate personalised acknowledgement letters using the downloaded acknowledgements file and a pre-built Word template.
- Acknowledge Online DonationsUnderstand how to enable Online Automatic Acknowledgements.
Gift Aid and Constituents
Explore the Gift Aid feature under Constituents Timeline.
- Add a Gift Aid DeclarationAdd a Gift Declaration and attach a document to a Constituent.
- Add Gift Aid Declarations That Require ConfirmationLearn how to record Gift Aid Declarations that still need confirmation from the constituent.
- Prevent a Transaction from Appearing in a Gift Aid ClaimLearn how to exclude a transaction from Gift Aid so it is not included in your Gift Aid claim or eligible donation totals.
- Confirm Gift Aid DeclarationsLearn how to prepare confirmations for Gift Aid Declarations.
- Cancel a Gift Aid DeclarationLearn how to cancel a supporter’s Gift Aid Declaration (GAD).
- Gift Aid RefusedLearn how to record that a constituent has declined to make a Gift Aid Declaration.
- Reassign a Gift Aid DeclarationLearn what to do if a Gift Aid Declaration (GAD) has been assigned to the wrong constituent and needs to be corrected.
- Claiming Gift Aid when you only have a BFPO Address for a constituentLearn how to claim Gift Aid when a constituent has a BFPO address and how to ensure their address details meet HMRC requirements.
Recurring Payment Instructions
Get started with RPI.
- Increase an RPI (RPI Upgrade)Learn how to upgrade a supporter’s Recurring Payment Instruction (RPI) when they choose to increase their regular donation.
- Cancel a Recurring Payment InstructionCancel a Recurring Payment Instruction (RPI) when a supporter stops their regular payment, whether you are notified via the bank or directly by the supporter.
- Cancel an RPI paid by GoCardlessLearn how cancellations made through a supporter’s bank affect GoCardless RPIs and how to manage or manually cancel an RPI within the system.
- Add and Update Recurring Payment Instructions (RPIs)Learn how to create and update Recurring Payment Instructions (RPIs) directly from a constituent’s profile, including payment setup, allocations, and collection details.
- Link a Beneficiary to a Transaction or Recurring Payment InstructionLearn how to link a beneficiary to a Transaction or Recurring Payment Instruction (RPI) when one constituent pays for a membership or benefits that another constituent receives.
- Recurring Payment Instruction (RPI) FAQsFind answers to the most common questions about how Recurring Payment Instructions (RPIs) work, how payments are collected, and how to manage different scenarios.
- Decrease the amount of an RPILearn how to reduce the payment amount on a supporter’s Recurring Payment Instruction (RPI) and ensure the updated amount is applied correctly.
- Acknowledgements for Recurring Payment InstructionsYou can automatically send acknowledgements to donors who set up a Recurring Payment Instruction (RPI), either by email or by mail.
- Analyse and Report on Recurring PaymentsDonorfy stores detailed information about Recurring Payment Instructions (RPIs), enabling you to analyse income patterns, donor behaviour and the performance of regular giving or membership programmes.
- Send Letters or Emails for a Recurring Payment Instruction (RPI)Learn how to generate and send letters or emails directly from the RPI.
- Collect Regular or Recurring Donations in DonorfyEasily collect and manage recurring donations or membership subscriptions using Donorfy’s online payment gateway integrations, Electronic Fund Transfer (EFT), and financial processing tools.
- Pause an RPILearn how to pause a Recurring Payment Instruction (RPI) when a supporter needs a temporary break from their regular payments.
Electronic Fund Transfer (EFT)
Get started with EFT.
- Handle Your Own EFT Using DonorfyThis article explains how Donorfy supports organisations that run their own EFT processes, including lodging instructions, collecting payments, and managing batch transactions.
- Export New RPIs for Lodgement with Your EFT InstitutionLearn how to prepare and export lodgement files for new recurring payments (RPIs) when your EFT collection method requires instructions to be submitted to the supporter’s bank.
- Collect and Reconcile Money Paid by EFTLearn how to create EFT batches, generate output files, reconcile expected payments, and post or delete batches in Donorfy.
- Reconcile Bank Statements to an EFT BatchLearn how to upload bank statement data, match transactions to an EFT batch, correct mismatches, and finalise your reconciliation.