While online giving is both convenient and necessary in our churches today, many people still prefer to give by collection plate. Donations given in this way should not be more difficult to track! With the Tithely Admin Batch Giving tool, you can keep track of these donations and transactions easily. Below you will see how to use Tithely Admin Batch Giving Tool to record both cash and check donations as well as running credit/debit/ACH bank transactions for donors.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Use the Admin Batch Giving Tool
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Log into your Tithely Account
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Click on Admin Batch Giving
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Click Run Transactions
- Insert donor information, email address, payment type, giving type, card information (if needed), and any other information you may need.
- Click Process
Setting Up Recurring Giving for a Donor
The Admin Batch Giving tool gives you the ability to create recurring giving for a donor. If you have a donor that would like to set this up, but doesn’t have the ability to do it themselves, no problem! Just follow these simple steps:
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Log into your Tithely Account.
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Click on Admin Batch Giving.
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Click Run Transactions.
- Insert donor information, email address, payment type, giving type, card information (if needed), and any other information you may need.
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Select Yes on Recurring Giving and set a schedule.
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Click Process
Adding a New Donor
When you add a new donor with Admin Batch Giving there are a few small steps you need to take. You can follow all of the above steps, just make sure and click “Add donor’s name” once you typed the donor’s name. We highly encourage you to use an email address here when adding a donor.
Please Note: If an individual email address is not provided then this will result in the inability to provide the donor with a tax receipt at the end of the financial year. In addition, if the donor has already been entered into the system the admin should enter the SAME name and email address that has already been used by the donor unless otherwise instructed. This is essential in our tracking of donor information!
Once you add a new donor in, their donor details will populate in the “Contact Management” tab in Tithely and autofill in future Admin Batch Gifts!
That’s it! You can add as many transactions as you need. Just head over to your giving statements to see where the transaction has been run or donations have been recorded.