Credit, Debit and eCheck

This playlist guides you through the basics of donation processing and managing members.

Credit, Debit and eCheck

Learn the basics of authorization forms and retention.

Understand Processing Limits

2. Understand Processing Limits:

Learn how to find and adjust your processing limit.

Search and Edit Existing Members

3. Search and Edit Existing Members:

Learn how to search for members, edit their information and see their donations.

Learn report Generator

4. Learn Report Generator:

Learn how to create reports.

5. Download Resources:

Learn about available resources and templates.

Undestand Processing Timelines

6. Understand Processing Timelines:

Learn about how long transactions take.

Learn Processing Reports

7. Learn Processing Reports:

Learn about the available reports.

8. Add New Members and Donations:

Learn how to add members and edit scheduled transactions.

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