• 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...

  • 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'

  • 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...

  • 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 ...