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If someone donates via cash or check to your organization, can mark their donation as received or void their cash or check donation

Complete or Void an Offline Donation

How to create and send year-end statements to your donors summarizing their donations to your organization for a given year.

Create Year End Charitable Tax Statements

Learn what different donation statuses mean in GivingFuel

Donation and Transaction Statuses Explained

Increase or decrease a donor's recurring donation, update the credit card information, or change the donation's donation date and frequency

Edit a Recurring Donation

How to manually add an offline, credit card, or ACH donation into GivingFuel on behalf of your donors

Enter a Donation for your Donors (Manual Entry)

Import Transactions Into GivingFuel in Bulk

Import Your Donation History into GivingFuel, and Enter Multiple Offline Donations at Once

Find out why your donation didn't complete successfully, and look up when any failed recurring donations will process next

Look Up Why Your Donation Was Declined, Abandoned, Pending, or Received a Gateway Error

Cancel, inactivate, or end a donor's recurring donation

Stop a Recurring Donation

Issue a refund to a donor's bank or update a donation's status if a donor wants to cancel/adjust their donation or their ACH donation fails

Refund, Void, or Update the Status of an ACH Donation

Issue a refund back to your donor's credit card when they would like to cancel and reverse their contribution

Refund a Credit Card Donation

View your donation history and filter by status, type, page, and date. View your recently declined donations, recurring donations, upcoming donations, and expiring donations

Use the Donations Tab to View and Manage Your Donations

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Managing Donations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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