Payment Sources

When you receive donations through another platform, add those donations to Giving in order to keep your data clean and in one place. If you use multiple donation platforms concurrently with Giving or need to count historical donations from a previous system, create payment sources and assign the donations accordingly.

Check out this video to see how it works then follow the steps below.

 

Although Payment Sources allow you to add donations from other places through batches, there is no bulk import system for Giving. However, systems can build import tools using the Giving API.

Create the Payment Source

Go to the Payment Sources tab on the Manage page and select Add a new payment source.

Enter the name of the platform then select Create to save it.

create yament source

Check the box to email receipts when a batch is committed with this payment source.

Assign Donations to a Payment Source from a Batch

When you enter donations from that platform, use Batches and set the Payment Source to the correct platform.

Batch defaults allow you to quickly enter donations that have similarities.

batch defaults

As you enter donations, the Payment Source will show your choice.

If you add the wrong payment source, you can change it by selecting the donation to edit it.

Edit Past Donations

If you used Giving before September 2017, you entered donations from other platforms as cash or check donations then used labels or batches to keep track of which donations came from what external source.

Thank you for using that workaround while we finished building this Payment Sources feature!

Now that Payment Sources is released, we've created an editor for those donations you entered previously.

From the Payment Sources tab, after you've entered external payment sources, select Bulk Edit Old Donations to edit donations in batches or with specific labels.

Select from each of the dropdowns: labels or batches then payment sources or methods.

Criteria

If you created batches based on external sources, select the batch option; if you assigned a label to external donations, select the label option.

batch or label

Once you choose the appropriate option, specify the batch or label that needs a change.

Change

Choose the changes you need made to those donations in the batch or label.

method or source

The Payment method refers cash, check, card, and ACH.

The Payment source refers to any external source you've created on the page before.

Once you make those choices, select Edit x donations now to apply the changes to the donations.

Confirm you want to make change to these donations by selecting Begin Bulk Edit.

edit confirmation

The status will change depending on the amount of donations needing a change.

bulk edit status

You cannot undo any bulk edits.

Once you close this box, you can view this completed bulk edit as well as others by selecting Bulk Edit History.

Bulk edits are tracked as changes to the donation, just like any other edit. They'll appear as edited donations, and the change will show in the Adjustment History as well as the log.

Adjustment history log
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