Donations
- How to add a new donor
- How to add new donation category
- How to add record for cash box (or anonymous donor)
- How to cancel future (upcoming) recurring transactions
- How to customize online donation form
- How to edit existing donor's record
- How to edit recurring transaction's information
- How to generate online donation link for donation category
- How to Generate Year End Summary Report
- How to import donation records
- How to integrate Google Tag Manager with MOHID
- How to integrate modern template of Online Donation Form
- How to link family to an existing donor
- How to manually consolidate (merge) duplicate donors
- How to process donation transaction
- How to process online donation transactions
- How to process recurring transaction
- How to record past transaction
- How to refund (or void) a transaction
- How to resend a receipt to donor
- How to retry failed/declined recurring transaction
- How to review details of continuously declined recurring transactions
- How to search for & consolidate duplicate donors
- How to send email to donor to update payment information for recurring transactions
- How to setup anonymous donor
- How to setup daily/weekly recurring
- How to setup donation link for Category Specific URLs
- How to unmerge consolidated donor records
- How to update payment details for declined recurring transaction & retry fulfillment
- How to update payment information of the donor
- How to view list of all donors
- How to view/search recurring details of donor(s)