Engage Giving & Online Payment Processing

🗓️ Times / Location

Tuesday, Sep 23 | 11:15 - 12:30
Tuesday, Sep 23 | 3:15 - 4:30

Rockbridge Reserve

👤 Trainer

Julianne Manning

📄 Class Topics

Engage Giving

• Engage URL

• Memo

• Staff Notifications

• Fee Assist

• Guest Gifts

How to Create a Giving Set

• Naming the Set

• Customizing your URL

• Ways to Publish your Link

• Adding Funds

• Enabling Recurring Payments

• Allowed Payment Methods

• Customizing the Look and Feel of your Link

How to Give through Engage

• New Members

• Give as a Guest

• Make a Donation

  • Give Anonymously

• How to Give by Signing In

  • Manage Recurring Donations

  • See Online Statements

  • Update Payment Method

 Administering CDM+ Engage Giving (Giving Unit Records)

• Scheduled Gifts

• New Gifts

• Payment Methods

• Recent Gifts

Online Payment Processing

Permissions

Setting Up Accounts for Income and Fees

• Contributions

• Event Records

• Engage Billing

Process Pending Contributions

Event Registration Payments

Deposit Processing

• Mark for Processing

• Red Dots

• Post

• Toggle Already Marked for Processing Button

• History

  • Print

  • Show Records

  • Unprocessed

• Online Deposits

Payment Administration

• Search Transactions

  • Details

  • Scheduled Gift

  • Issuing a Refund

How to See Expiring Cards

One-Time Charge

Bonus Material

• Transaction Custom Listing Report

• Text to Give

📁 Related Resources