Finance FAQs
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Download your Donorfy Invoices
Misplaced a billing invoice for your Donorfy account and need a copy invoice? Downloading previous invoices directly from your Donorfy is quick and easy. This guide explores: Requirements How to download invoices Requirements Billing Invoice...
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How do I change the billing contact details?
If you need to change the contact details for your Donorfy subscription, you can do so within Donorfy itself... Open Settings > Account > Billing Once you have entered the new details, click on 'Update'
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All Allocations must have a Fund Message
All allocations for transactions and recurring payment instructions must have a fund associated with them - to enter the fund you need to open up the detail of the allocation using the down arrow (highlighted with a yellow box below) - then you ca...
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Transactions Entered in Error
If a transaction has been entered in error - depending on the type of correction you need to make - you can Re-assign the transaction to the correct constituent - this is done by finding the transaction on the constituents timeline, opening it ...
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Close your Donorfy account
We'd love for you to get the full potential out of your subscription so that your charity or organisation can grow and do more of what matters. We understand that times change, so it's recommended that you have a chat with us so we can understand ...