To browse payments, tap Payments in the left-hand navbar.
Past payments
This will display all past payments by date. If you choose another date range or Filters, the list of past payments will update. The total for the displayed payments is shown at the bottom.
If you check the boxes to the left of each past payment, you’ll get the following bulk action options:
Change payment batch...: Change the batch of the selected payments.
Change payment fund...: Change the fund of the selected payments.
Change payment tags...: Change the tags of the selected payments.
Email payment statements: Read email payment statements for more info.
Export selected payments: Export the selected payments to a CSV file.
Delete selected payments: Delete all the selected payments.
Tip: If each payment is opened in a new tab, you will be able to keep your place in the list as you browse through them. You can open payments in a new tab by holding down Ctrl (Windows) or Cmd (Mac) before clicking on the payment.
Future payments
This will display a list of upcoming scheduled payments. While the payee can cancel or change the payment, you can also delete a future payment.
Pledges
This will display all pledges people have made for different church fundraising campaigns. If you choose another date range or Filters, the list of pledges will update. The total for the displayed pledges is shown at the bottom.
If you check the boxes to the left of each pledge, you’ll get the following bulk action options:
Change payment fund...: Change the fund of the selected payments.
Delete selected payments: Delete all the selected payments.
Share Giving or Pledge form or Import payments
On the top right of the Payments page, you can find a button for the payment import page and the Share Giving or Pledge form options.