Donations and Payments
Accepting and managing payments, Gift Aid, regular donations, membership and other transactions using Donorfy's financial tools.
By Graham1 author44 articles
- Adding a Gift Aid Declaration
- Adding Gift Aid Declarations that require confirmation
- Preventing a transaction from appearing in a Gift Aid claim
- Confirming Gift Aid Declarations
- Cancelling a Gift Aid Declaration
- Can I reassign a Gift Aid Declaration?
- Gift Aid Refused
- Claiming Gift Aid when you only have a BFPO Address for a constituent
Batch Transactions
Batch entry for high-volume income processing. This is a Professional Plan feature only.
- Collecting regular/recurring donations and transactions through Donorfy
- Recurring Instruction (RPI) FAQs
- Adding and updating Recurring Payment Instructions (RPI)
- Linking a Beneficiary to a Transaction or Recurring Payment Instruction
- Pause an RPI
- Increasing an RPI (RPI Upgrade)
- Cancelling a Recurring Payment Instruction
- Cancelling an RPI paid by GoCardless
- Sending Letters or Email for an RPI
- Acknowledgements for Recurring Payment Instructions
- Analysing & Reporting on Recurring Payments
- Decreasing the amount of an RPI