Help Articles for Faith Direct Upgrade to ParishSoft Giving
If you have any questions, please email managed.giving@ministrybrands.com and your Client Relations Manager will reach out to you!
Faith Direct Upgrade General Information
- https://help.ministrybrands.com/hc/en-us/articles/38944822783771-Faith-Direct-to-ParishSOFT-Giving-Upgrade-What-You-Need-to-Know
- Information Center: https://www.parishsoft.com/faith-direct-to-parishsoft
'How to's' and Donor Information:
- How to view Donor Profiles: https://help.ministrybrands.com/hc/en-us/articles/10876413215131-View-Donor-Profiles
- How to create new Donor Profiles: https://help.ministrybrands.com/hc/en-us/articles/10876413110683-Add-New-Giver-Profiles
- How to edit a Donor Profile: https://help.ministrybrands.com/hc/en-us/articles/10876413037723-Edit-a-Donor-s-Profile
- How to Merge a Donor Account: https://help.ministrybrands.com/hc/en-us/articles/10876418766747-Merge-Donor-Profiles
- Managing Refunds: https://help.ministrybrands.com/hc/en-us/articles/10876531702939-Managing-Refunds
- How to reset a Donor’s Password: https://help.ministrybrands.com/hc/en-us/articles/10876418379547-How-to-Resetting-a-Donor-s-Password
- How to manage and modify recurring gifts: https://help.ministrybrands.com/hc/en-us/articles/10876376974107-Recurring-Gifts-How-to-Manage-Modify
- How to edit/update Donor payment methods: https://www.parishsoft.com/success-labs/feature-function-edit-update-payment-methods
- How to process a live payment, or create a new recurring gift: https://help.ministrybrands.com/hc/en-us/articles/10876357419547-How-to-Virtual-Terminal
- How to Customize Email Templates: https://help.ministrybrands.com/hc/en-us/articles/12288379424411-Customizing-Email-Templates-Gift-Receipts-and-Confirmations
- All Donor articles: https://help.ministrybrands.com/hc/en-us/sections/10876163848987-Donor-Management
Integrations Available
- Integrations offered and when to use the manual data export: https://help.ministrybrands.com/hc/en-us/articles/10876530079515-Available-ChMS-Integrations
Contribution Exports
- How to download your Contribution Exports: https://help.ministrybrands.com/hc/en-us/articles/10876409185179-Data-Export
- PRO TIP! With your Contribution exports set up - you can also download the information per batch (what was deposited in to your bank account) under the Deposits tab!
Reports
- Reports Overview: https://help.ministrybrands.com/hc/en-us/articles/10876410402075-Reports-Overview
- Breaking down the Disbursement report: https://churchhelp.faithdirect.net/article/282-breaking-down-the-disbursement-report-in-parishsoft-giving
- This takes you through everything that used to be in the Disbursement report and where to find it now.
- Transaction Reports: https://help.ministrybrands.com/hc/en-us/articles/10876382252315-How-to-Use-Transaction-Reports
- Please note: The Transaction report replaces Giving History
- Donor notes will also show up in the Transaction Report, you will be able to hover over the note to see it, or you can export the report and the notes will be in a column.
- Deposit and Billing reports: https://help.ministrybrands.com/hc/en-us/articles/10876413920923-Deposit-Reporting
- This replaces Disbursement report, it's what will be deposited in to your bank account and then the Billing is the fee section on the Disbursement report (does not include the monthly fee, that is found under invoices)
- How to managed declined gifts: https://help.ministrybrands.com/hc/en-us/articles/10876470123931-How-to-Manage-Declined-Gifts
- Recurring Gifts: https://help.ministrybrands.com/hc/en-us/articles/10876382533659-Recurring-Gifts-Overview
- Please note: Recurring gifts will replace Projected Giving. While it doesn't give a future estimate of the scheduled gifts, you should be able to get a decent idea of what would be incoming based on the frequency column.
- Deposits Overview (Disbursement report) https://help.ministrybrands.com/hc/en-us/articles/10876529508635-Deposits-Overview
- Invoice and Billing: https://help.ministrybrands.com/hc/en-us/articles/10876470269467-Invoice-Overview
- Donor Export is the Donors tab, you will be able to adjust what information you can export based on what columns you add.