My Donations and Donors

Managing my Donor Records

• How to Add Internal Notes for Donor Records
• How can I edit a donor's information?
• How can I sort through my donors?
• My donor made a typo when entering their email address. How do I correct it?
• How do I access a donor's response to additional questions?

Managing my Donation Records

• How to Add Internal Notes for Donation Records

Managing Recurring Donations

• How do recurring donations work? Can the donor or the organization manage their recurring plans?
• How can I search for a recurring donor/donation?
• How do recurring donors manage their recurring plan?
• How to change the charge date for recurring donations as an organization?
• How to edit recurring PayPal donations as an organization
• As an organization, am I able to change a donor's donation to recurring?

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Offline Donations

• Will adding offline or manual donation affect my billing?
• How can I add offline donations (cash, checks, or credit card processed by other sources)?
• How can I add an offline donation if the donor does not provide their email address?

Refunds

• What happens in the case of a disputed donation or a chargeback?
• How do I refund a donation?

Receiving my Donations

• Which payment gateway does Donorbox support?
• How do I change the bank account that my donations are deposited to?
• When will funds get transferred to our bank account?
• Can I deposit funds to multiple banks?
• I'm missing donation funds / donations have not been transferred to my bank account
• Multiple bank accounts for multiple currencies

Company Matching

• Can company matching be disabled for a specific campaign?
• Where can I find a list of matching donations?