OSV Hub Knowledge Base

Delete Additional Pledge Options in Settings

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USCCB National Collections

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Update a Managed Gift for a Managed Account

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Restart with Text to Give

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Time Frames Explained

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Adjust Permissions of Current Users

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The National Collection for the Archdiocese for the Military Services, USA (AMS)

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Edit User Permissions

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Cancel a Staff Member Invitation

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Resend a Staff Member Invitation

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Update a Pledge Gift Payment Plan on the Donor's Site

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Edit a Customized Pledge Statement Email

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Update a Pledge Amount on the Donor Site

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Getting Started with Additional Pledge Options.

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Unsubscribe from Pledge Update Emails

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Set Pledge Options for Managed Pledges

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View in the Directory whether a pledge has donor responses to Additional Pledge Options

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Record and Update Donor Pledge Options when Manually Entering a Pledge

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View Additional Pledge Options from the Public Site

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Edit Additional Pledge Options within the Fund

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About Additional Pledge Options

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About Pledge Batches

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Edit Additional Pledge Options in Settings

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Edit a Customized Thank You Email for Donor Pledges

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Set up Custom Thank You Emails for Donors who Make Pledges

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Set up Custom Pledge Statements

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Send a Customized Thank You Email to Donors who Make Pledges

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Send a Customized Pledge Statement to Donors

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Update Pledge From the Pledge Batch Details Screen

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Record a Physical Pledge Gift

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Hide a Completed Pledge

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Record a Pledge

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Update a Pledge from the Donor Detail Page

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Pledges Import

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View Pledge Batches

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Hide or Show Campaign Information on the Public Site

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How a Donor Gives an Initial Deposit on a Pledge

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How a Donor Adds a Pledge Gift Note

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Use Filters to View Pledges for a Fund

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How Staff can View and Track Pledge Progress

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Mark a Pledge as Complete

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Add a Gift while Tracking a Pledge

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How Donors Can View and Track Pledge Progress on the Public Site

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Getting Started with Pledges

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Attribute a Gift to a Pledge

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When Donors Can and Cannot See the Online Pledge Button

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How Pledges Work Within a Campaign

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Remove a Gift From a Pledge

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Remove a Transaction from a Pledge on the Public Site

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Create Additional Pledge Options in Settings

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View Pledge Detail Page

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Drag and Drop Images

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Change or Delete the Current Image on a Fund

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Save an Image to a Computer

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Add an Image to an Existing Fund

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Select a Different Deposit Account for a Fund

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Upload an Image when Creating a Fund

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Getting Started with Images

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Enable and Disable Gift Notes for an Existing Fund

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Remove a Campaign

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Update Campaign Dates

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About Campaigns

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Getting Started with Funds

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Disable a Custom Email Thank You Message

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Add or Edit a Custom Email Thank You Message

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Make a New Internal Only Fund a Campaign

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Delete an Internal Only Fund

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Set up a New Internal Only Fund

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Change an External Fund to an Internal Only Fund

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Campaign Dashboard Cards

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Fund Number

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About Internal and External Funds

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Credit Card Offset for Individual Funds

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Create a Campaign

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Set up a New Online Fund

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Online Giving Fund Images

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Gift Frequency Options

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Edit Fund Settings

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Archive a Fund

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Schedule a Fund

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Run a Pledge Report from the Fund Detail Screen

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About the Diocesan Fund External ID

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Add or Edit a Fund Custom Confirmation Message

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Getting Started with Campaigns

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Campaign Information on the Public Fund Detail Page

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About the Public Site Fund List

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Launch Public Fund List Page

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Archive an Internal Only Fund

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Set General Ledger Number From an Existing Form

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Campaign Fund List

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Campaign Details

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Set Up a Fund to Enable Donors to Make Online Pledges

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Make a Fund a Featured Fund or Remove a Fund as Featured

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Edit Suggested Gift

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Edit Fund Description

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Copy Fund URL

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View Contribution Details

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About Featured Funds

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Reactivate an Archived Fund

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Gift Parameter

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Public Gift Options

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Edit Active Contributor

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Change Organization Public Image

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Change Organization Primary Address

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Change Organization Contact Information

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Change Organization Name

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Track and Verify Multiple System Entries

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Staff can Disable Two-factor Authentication

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Enable Two-factor Authentication

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Edit Deposit Accounts

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About Multiple Merchant Deposit Accounts

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Church Manager Giving Settings

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Set Online Giving Phone Number

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Tracking Gifts by Source

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Definitions for Terms

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Gift Status Filters

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Edit Giving Settings

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Edit Managed Account Settings

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Getting Started with Settings

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About Credit Card Offset Processing Costs

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Edit Default Guest Envelope Number

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Edit Offset Processing Costs

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Credit Card/ACH Monthly Statements

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About the Giving Dashboard

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Online Giving Resources and Downloads

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Giving Admin Summary

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OSV Giving Admin Setup Checklist

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About Payment Card Industry Data Security Standard (PCI DSS)

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Make an Associated Organization Inactive

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Email a Report to Associated Organizations

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Getting Started with Associated Organizations

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Download Associated Organization Giving Site Links

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Preselect a Parish for Gifts

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Delete an Associated Organization

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Delete an Associated Organization Address

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Edit Associated Organization Reporting Email

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Update Associated Organization Contact Information

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Edit Associated Organization Address

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Update Associated Organization Details

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View Associated Organizations

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Add an Associated Organization

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About Associated Organizations

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Enable Associated Organizations

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Edit Associated Organization Setting

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Turn a Donor’s Account Email Pledge Updates Off or On

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Add a Trusted Device with Two-factor Authentication

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Donors can Disable Two-factor Authentication

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Donors can Enable Two-factor Authentication

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About Two-factor Authentication

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Void Transactions

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View the Source of a Gift from the Gift Detail Page

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Donor Email Preferences

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Add a Managed Account for Church Manager

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Add Multiple Managed Accounts

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Remove a Managed Account

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Search for Accounts in Online Giving

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Convert a Managed Gift to a Self-Managed Gift

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How a Donor Updates a Gift

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How a Donor Updates an Expiration Date on a Payment Method

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Delete a Payment Method on an Account

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How a Donor Deletes a Payment Method

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Update the Expiration Date on a Payment Method

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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

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Avoid Duplicating a Managed Account with an Existing Address

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Avoid Duplicating a Managed Account with an Existing Email Address

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Avoid Duplicating a Managed Account with an Existing Donor Name

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How the Donor Accepts an Invitation to Self Manage the Account

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Convert a Managed Account to a Self Managed Account

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Resend the Invitation to Self Manage an Account

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Cancel an Invitation to Self Manage an Account

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Update a Donor’s Managed Account Address

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Add or Change a Managed Account Default Email Address

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Turn a Donor’s Account Email Gift Reminder Off or On

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Update a Donor’s Managed Account Name, Phone Number, or Email Address

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Add a Managed Account Payment Method

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Add a Managed Gift

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How a Donor adds a Mobile Phone Number to an Online Giving Account

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Account Types

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How a Donor Cancels a Pledge Gift

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Create a New Account on the Public Site

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How a Donor Creates an Account when Creating a Gift

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How Returning Donors Sign into the Public Site

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Create a New Donor Provided Default Email When Adding a Managed Account

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About Managed Accounts

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Reset Donor Password

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How a Donor Creates a Gift to Give Now

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How a Donor Creates a Gift For a Pledge

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Add a Managed Account for Online Giving

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Refund a Donor Account for a Removed Donor

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Remove Donor Account

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Donor Option to Increase Donation when Using a Credit Card

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Edit a Note on a Donor Record

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Delete a Note on a Donor Record

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Add a Note to Donor Record

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Update Missing Envelope Numbers

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Unmatch Directory and Public Accounts

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Refund a Contribution through an Online Giving Fund

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Ideas to Increase Your Donors

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Making a New Gift

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Attribute a Transaction to a Pledge from the Public Site

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How Donors Download Tax Statements

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Refund a Contribution through a Donor Account

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Resend an email invitation

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About Activity History

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View and Manage Invitations for Imported Accounts

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About Invitations for Online Giving Accounts

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Customize Email Invitations Sent to Donors

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Accept an Invitation to Create an Online Giving Account

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Search Invitations

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Accounts Import for Invitations

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Getting Started with Offerings

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Delete a Physical Offering

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Edit the Name and Date of a Batch of Physical Offerings Prior to Posting

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Locate and View a Specific Physical Offerings Batch

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Edit a Physical Offering

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Add an Offering to Create a Batch and Post it

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Small Physical Contributions

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About Physical Offerings

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Reconcile a Batch with a Bank Statement

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Add a Guest Family when Adding an Offering to Create a Batch

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Add Text to Give Fund Code to an Existing Fund

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Text to Give uses an easy Conversational Format

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How a Donor Adds a Phone Number to an Online Giving Account when Texting a One Time Gift

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How a Donor Texts to Give using an existing Online Giving Account

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About How a Donor Texts to Give

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How a Donor Creates an Account when Texting a One Time Gift

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About the Text to Give Fund Code

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About Text to Give

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Edit Text to Give Default Fund

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Create a Text to Give Fund Code When Setting up a New Online Fund

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View Text to Give Settings

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Run a Tax Report from the Reporting Menu

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Campaign Report Summary Report View

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Campaign Report Summary with Charts Report View

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Campaign Report Detail Report View

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Organization List Report

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Pledge Response Report

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Reconciliation Report

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View Transaction Details for the Giving Detail Report

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Run a Tax Report for a Member from Online Giving

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About Forecast Report

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Donor List Report

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Getting Started with Reports

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Forecast Report

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Online Gift Analysis Report

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About Pledge Reports

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Run a Pledge Report from Reporting in Giving

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Campaign Report

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Gift Notes Report

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Giving Detail Report

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About ACH Corrections and Rejections System Impacts and Reports

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Online Transaction Analysis Report

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Offering Report

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Window Envelope Size and Format

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Offering Report Detail Report View

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Offering Report Summary Report View

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Edit Accounting Export Setting

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Online Giving Exports for Church Management Systems

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Diocesan Development Manager (DDM) Lockbox Exports with Pledges

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ParishSoft Lockbox Pledges Exports

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ParishSOFT Family Suite with Pledges Export

738 Views 1 Like

Accounting Exports for Online Giving

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Export Form Transactions

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Cancel, Resume or Pause a Gift in Giving

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Pause and Resume a Gift on the Donor's Site

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Cancel a Pledge on the Donor Site

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