Beginner's Guide for Online Giving + Payments

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- Beginner's Guide: Online Giving & Pay
  
  Just added these new giving tools? We've got you covered.
  Whether you enjoy comprehensive training videos or step-by-step help articles, you're in the right spot to master your new tools and grow generosity.
- Watch. Learn. Grow.
  
  Master eCatholic's online giving and payment tools in less than one hour!
  Online giving with eCatholic is different than other providers; the features and functionalities were built with you in mind.
  Whether you're new to our tools or just getting started with online giving, we'll help you get up to speed. Ready to dive in?
  
  Begin free training!
1. Four Key Set-up Tips
- Set yourself up for success. These articles will guide you through the most important account setup options (and help you avoid headaches later).
- Article 1 Create Accounts and Subaccounts Organize your data by setting up the accounts and subaccounts you need.
  Article 2 Add Payment Security RolesHere's how to build a team of people that can log in and edit payment details.
  Article 3 Building a Payment Form Use the Forms + Payments module on your website to build a mobile-friendly form.
  Article 4 Adding a Donation Form The Donations module makes it easy to accept one-time or recurring gifts.
2. Understanding the Payments Center
- You've got lots of tools at your fingertips in your eCatholic Payments Center. Tackle these topics, then dive in with confidence.
  
  Payments Center Overview
- Article 1 How to view transaction details in the Payments Center
  Article 2 Exporting transaction data and generating reports (CSVs & PDFs)
  Article 3 Accessing donor details in the Donor Management tab
  Article 4 Enabling donor self-management settings and features
Still have questions?
Let's chat!

Have questions? Concerns? Sweaty palms?
Our team is here to help (with a smile).
- Online Giving & Pay FAQs Check our frequently asked questions.
- Contact Us Give a shout. We'd love to hear from you!

Beginner's Guide: Online Giving & Pay

Just added these new giving tools? We've got you covered.

Set yourself up for success. These articles will guide you through the most important account setup options (and help you avoid headaches later).

You've got lots of tools at your fingertips in your eCatholic Payments Center. Tackle these topics, then dive in with confidence.