Knowledge Base

Payments User Guide

14 articles
Pay Settings
Configure payment methods, default amounts, convenience fees, recurring options, Apple Pay, Google Pay, PayPal, Venmo, and gateway credentials for your church's giving and e-commerce experience.
Payment Methods
Manage stored payment methods across your church’s donor base — view, search, and remove saved credit cards and bank accounts from the OnlineGiving.org control panel.
Payment Report
Generate executive-ready payment reports with fund breakdowns, payment source analysis, new vs existing user insights, one-time vs recurring comparisons, AI-powered executive summaries, and print/PDF
Payment Reports Hub
Navigate the Payment Reports Hub to access all payment analytics — Payment Snapshot, Product Sales Reports, Payment Report, User Payment Report, and Sales Tax Report — with date presets and search fil
Payment Snapshot
Master the Payment Snapshot report — a comprehensive payment health dashboard with health scores, AI executive summary, period comparisons, payer lifecycle analysis, payment method breakdowns, fee cov
Payments Dashboard
Explore the Payments Dashboard for a visual overview of payment activity — summary cards with multiple time periods, 13 interactive charts covering fund breakdowns, user activity, recurring patterns,
Product Sales Report
Learn how to use the Product Sales Report to analyze store performance, track revenue by collection or product, view order and customer breakdowns, export data, and leverage AI-powered sales insights.
User Payment Report
Use the User Payment Report to see a roster of everyone who made a payment in a given date range — with total amounts, transaction counts, recurring status, last activity dates, and detailed user prof
Products
Payment Products User Guide
Product Collections
Product Collection User Guide
Product Pages
Product Page User Guide
Checkouts
Checkouts User Guide
Payments
Payments User Guide
Shipping
Shipping User Guide
Knowledge Base