CauseVox

How To Edit A Donation

How To Assign/Move Donations To Other Campaigns Or Pages

How To Add An Offline Donation

How To Add An Offline Pledge

How To Add Installment Payments To Offline Pledges

How To Add Installment Invoices To Offline Pledges

How To Refund An Online Donation

How To Refund Automated Installment Payments

How To Delete An Offline Donation

How To Delete An Offline Pledge

How Donation Receipts Work

How To Resend The Portal Link To Donors

How To Resend Donation Receipts

How To Resend Pledge Receipts

How To Manage Recurring Donations

How To Manage Pledges

How To Migrate Recurring Donors To CauseVox

How To Assign Offline Donations To Funds

How To Resolve "Past Due" Status For Recurring Profiles And Pledges

Jenna Notarfrancesco

Donations & Pledges

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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