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