Donations and Payments
Accept and manage payments, Gift Aid, and other transactions using our financial tools.
By Cristiana1 author44 articles
General
Main features explained about donations and payments.
Gifts in Memory and Gifts in Celebration
Gifts in Kind
Payments and Allocations
Using Donorfy with Multiple Currencies
Campaigns, Products and Funds explained
Transaction Data Summary
Transaction Entry Defaults
Timeline Transactions
Everything about the transactions on a Constituents Timeline.
Add a Donation to a Constituent's Timeline
Anonymous Donations
Reassign a Transaction
Soft credits in Donorfy
Add Previously Received Transactions
Set the Date Received on a Donation
Gift Aid and Constituents
Explore the Gift Aid feature under Constituents Timeline.
Add a Gift Aid Declaration
Add Gift Aid Declarations That Require Confirmation
Prevent a Transaction from Appearing in a Gift Aid Claim
Confirm Gift Aid Declarations
Cancel a Gift Aid Declaration
Gift Aid Refused
Can I reassign a Gift Aid Declaration?
Claiming Gift Aid when you only have a BFPO Address for a constituent
Batch Transactions
Batch entry for high-volume income processing.
Batched Templates
Batched Transactions
Recurring Payment Instructions
Get started with RPI.
Increase an RPI (RPI Upgrade)
Cancel a Recurring Payment Instruction
Cancel an RPI paid by GoCardless
Add and Update Recurring Payment Instructions (RPIs)
Link a Beneficiary to a Transaction or Recurring Payment Instruction
Recurring Payment Instruction (RPI) FAQs
Decrease the amount of an RPI
Acknowledgements for Recurring Payment Instructions
Analyse and Report on Recurring Payments
Send Letters or Emails for a Recurring Payment Instruction (RPI)
Collect Regular or Recurring Donations in Donorfy
Pause an RPI