Adding Processing Offset to a Donor record

Now that you have been transitioned to ParishSOFT there are a few things that look a little different.  One of them being how to add processing offset to a donor record.  

If the donors signed up for the gifts utilizing the new giving form, they will be able to add the processing offset to their gifts as long as you have an option turned on in the Giving Form under the Payment Tab in Form Properties.

For them to add the processing offset, they would need to log in to their donor accounts, go to the scheduled tab and then click the arrow on the gift that they want to change.

Once there, they will click on the pencil and then select that they accept the fees and then save the change.

It is important to note that unless the fees are required they would be able to make that change at any time.

If they signed up for their gifts in Faith Direct and want to add it now that they have been moved over, they can still make the adjustment there are just a few additional steps.  They can either edit their current recurring gift and add an additional line for the processing fees fund and they would have to calculate the offset percentage and then save their gifts.  An easier solution would be to end the current recurring gift and then create a new one from the Give Now form (or the Giving form you have available) and then select to have the fees added.  That way it is done for them.

They are also welcome to call Donor Support have them make the adjustment at 866-930-4774 option 6, or emailing donorsupport@parishsoft.com.

You as an admin also have access to add this to their account.  We recommend that you end their current recurring gift and then process the new one through the Virtual Terminal.

To do so, you would navigate to their donor account, go to their recurring gifts and then click the three dots across from the recurring gift and end the gift itself.

Then in the upper right hand corner, click on the three dots and process a payment.  This will take you to the Virtual Terminal with that parishioner's information already populated.

In the Virtual terminal, you'll need to select both the fund that they were giving to AND the processing fee fund.  You'll need to calculate the fees as the VT will not do it for you.   Below is an image of the fields that you will need to fill in.  Note, it will only start with one fund to add, to add the processing fees fund, click 'add designation'.

Then scroll down to the bottom (make sure that the donor information is still correct) and select the payment method that they would like it to process on.  If you are selecting a card it will bring up the redacted information, but you will not have to enter the security code.  Once everything is correct, click on 'Submit Recurring gift'.

If you have any questions, please contact managed.giving@ministrybrands.com