Forms Frequently Asked Questions

• Can I connect a form payment to an individual fund in Online Giving?

  Payments show up in the Online Giving Reconciliation Report alphabetically with other funds based on the name of the form.

• Can I edit a form after it is live?

  It depends. A form can be edited regardless of its state as long as there have been no submissions to that form. Once a form has submissions, the form layout can no longer be edited without deleting all submissions and reverting the form to draft mode. However, the form configuration settings can still be modified. (More information on editing a form)

• Can I embed a Form on my website?

  We are working on it! Right now the best way to share the form is with the link created in the builder! Read more about it in this article.

• Can I have someone test a form?

  The "draft mode" of a form can be used to test it. The link created in "draft mode" can be shared with others to test the form. Submissions submitted during “draft mode” are not saved or forwarded to the "response recipients".

• Can I import payments into my Church Management Software?

  Payments have to be manually imported from OSV Forms into the Church Management Software as well as the Accounting/Ledger Software.

• Can I reuse a Form?

  Yes! A form can be duplicated to easily create a current registration form from a previous form. Read more about duplicating forms in the Duplicate a Form article.

• Can I set the amount someone pays in a Form?

  This is a feature that will be available in the future. A workaround for this is to have the user fill in the amount in the payment section. Here's an article about the payment input field.

• Can recurring payments be set up through a form?

  No. Forms can only collect a one-time payment. For more information, click here.

• Can refunds be issued on a submitted form?

  Yes, you can refund an online payment submitted in Forms after the payment has processed. Navigate to the Submission Detail page to refund the online payment. For step-by-step instructions, please see the article on how to Refund an Online Payment in Forms.

• Do Forms work in all browsers?

  The OSV Forms module works best in Chrome and Mozilla Firefox. Due to security issues, forms and payments are not supported using Internet Explorer.

• Do forms work on mobile browsers?

  Yes. The OSV Forms module has been specifically designed so that all forms should display properly on mobile devices.

• How can I see my Forms payments?

  Forms payments can be seen using the Reconciliation report in Giving. Running the report as a Fund Summary, provides a total of how much came into that form and a breakdown for each batch can be viewed. Running a Batch Transaction Detail provides the names of the individual contributors for the form payments within each batch.

• How much do OSV Forms cost?

  Nothing! The OSV Forms module is free for any organization that uses OSV Hub. To activate forms check out this article.

• What are OSV Forms?

  The OSV Forms module is a free online form-building solution that simplifies parish registration, prayer requests, religious education enrollment, and much more. As an added bonus, Online Giving customers have the ability to collect payment through OSV Forms.

  To learn more and get started, click here.

• What bank account will my payments deposit into?

  All payments with forms deposit into the account set up in Online Giving. We cannot deposit into separate accounts at this time.

• Why do I not see the payment block?

  Customers can self activate forms.  Contact the Online Giving support team to link payments. They can be reached at 800-348-2886.

• Why don’t I see the Forms option?

  Forms permissions may not have been granted to you by the Owner yet. Owners can read how to Edit User Permissions to give their organization members access to Forms.

  
  

• Can I choose who receives form submissions?

  You can designate a response recipient whenever you Configure the Form Options. Response recipients are emailed whenever a form submission is successfully made. Each email contains a pdf attachment of the form submission. A response recipient does not need to have OSV Hub access to be designated, and you can designate as many response recipients as you wish. For instructions on setting up response recipients, see Configure Form Options.