How to Manually Create Parishioner Accounts

Have you ever gotten the physical enrollment forms and aren’t sure what to do with them?  You can always send them to our Faith Direct office at 10133 Sherrill Blvd, Suite 120 Knoxville TN 37932, OR, as long as you have Donor Management access, you have the access to input them yourself!   

Not sure how?  It’s very easy!  When logged in to your church admin account, click on the magnifying glass in the upper right hand corner.  That will take you to the Donor Lookup screen.  On the left, you should have four options of ‘Church Overview, ‘Add New Account’, ‘Giving History’, and ‘Classic Search’.  Click on ‘Add New Account’. 

On the Account Overview, you’ll be able to add in their name, address, email, envelope number (Church assigned ID), make the selection if they want offertory cards and receive the donation reminder email.  Once that information is input, click on the blue button ‘save’ and the record will be created. 

Once the save button is clicked, you’ll get the tabs on the left of Personal Info, Payment Info & Gifts, and Giving History.  Click on the green button of ‘+New Payment Method’ and add in their credit card or banking information and click save. After the payment method is saved, input the number of collections they want to give to, then click “Add”.   

The Appeal name gives a drop down of all of the appeals that your parish has on your account, simply select the collection, the method of payment (if they have more than one), the amount that they want to donate and choose either the 4th or the 15th as their debit date.  Make sure that ‘Active’ is set to ‘Yes’ and then Frequency should default to how the appeal is collected.  The start date will default to the last day of the current month you are in, so that the account deductions would start the following month.   

If you realize that you’ve made a mistake and need to remove the appeal, you can click on the red ‘Delete’ button.  As long as there are no past gifts on it, you can delete an appeal from a parishioner account.  Once gifts have been made towards the appeal, you’d have to change it to inactive by changing the ‘Active’ selection to ‘No’.  

Once you have completed putting in all the appeals that the parishioner would like to have, you click on the blue ‘Save gifts’ button and you’re done!