Finance FAQs
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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'
Graham Bell -
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...
Ben Brett -
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 ...
Ben Brett