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How do I add or update constituent payment information?Go to the payments options tab on the constituent record. This will show payment methods that this constit…Constituent Profiles · 2 min readWhat payment types are available for an online donation?ayPal, Venmo, and Google Pay. These other payment methods may require additional fees or set up. Please contact support@associationsphere.com if you have questions ab…Managing Online Transactions & Donations · 1 min readWhat is the Account Settings page for?roved ACH will be available on your online Donation Forms. - Activate Additional Payment Methods such as Venmo, Paypal and Google pay for use on your Donation, Event…Account Settings · 5 min readHow can I add a credit card to an attendee’s record?redit card icon on the attendee's row to enter the card number in the Payment Methods tab of their record. a. A red credit card icon indicates there is no credit card…Managing Events · 2 min readHow do I add a credit card to a bidder's record?redit card icon on the attendee's row to enter the card number in the Payment Methods tab of their record. a. A red credit card icon indicates there is no credit card…Online Auctions · 2 min readOverview of Organization Settingss where the organization’s info and logos are updated, the status for payment methods is shown, and different options can be activated. The social media accounts can…Module Guides · 2 min readCan a constituent make a pledge payment with a credit card if the pledge was not set up to pay by credit card originally?or an internal user can send an update request from the constituent's Payment Options tab. Using the Constituent Portal If you have the Advanced Portal activated and…Entering & Managing Pledges · 2 min readS700 Terminal Auction Processingtripe S700 Terminal, they can use it to process in-person credit card payments during Auction checkout. The Auction form offers three different checkout methods, all…Stripe S700 Terminal · 3 min readGlossary of Terms Used in AssociationSphereary tables and complex data analysis. Contact support for pricing and additional information. Attendee – An attendee is a constituent that will be participating in an…Implementation & Data Conversion · 19 min readWhat is a pledge payment schedule?A pledge payment schedule, also called payment schedule, designates the amount, frequency, due dates, and…Entering & Managing Pledges · 1 min readHow do I record an auction add-on?page. 3. Add-ons can be an instant purchase or can be identified for payment later and included with other items for a single checkout at the end of the evening. 4.…Auction Add-ons & Paddle Raises · 3 min readHow do I print or email an invoice?email version of the mail merge letter, below are descriptions of the additional fields you will need to complete. Email From Display Name – Enter the name that will…Invoices Grid & Managing Invoices · 4 min readHow do I print or send a receipt for an invoice payment?edit this thank you email on the Thank You Message tab on the Invoice Payment Page. Thank you emails are edited using the Email Editor and you can watch the video her…Invoices Grid & Managing Invoices · 2 min readWhat is an online donation, payment, or transaction?An online donation or payment is any transaction made through a donation, membership, event, survey, or auction page.…Managing Online Transactions & Donations · 1 min readWhat settings can I change on the Constituent Portal?constituent to select an open pledge from the dropdown list, add new payment methods and choose which credit card or bank account to use, edit the total number of pl…Managing the Constituent Portal · 8 min readHow do I manage my account settings?"Settings," which includes contact information for your organization, payment methods, options, and management of chapters if utilized by your organization. b. The So…Account Settings · 1 min readAdding Household Membersthe Head of Household, you can also do so through any of these three methods. Option 1 - On the Household's Profile Tab On the Profile screen for a Household record…Household Records · 5 min readVerification of DNS SettingsM, and tells a receiver what to do if neither of those authentication methods passes – such as junk or bounce the email. DMARC removes guesswork from the receiver’s h…Implementation & Data Conversion · 7 min readHow do I send or print a membership receipt?the mail merge window to allow you to choose the letter and delivery methods. For more information about sending mail merge letters, see this article: "How do I ackn…Membership Grid and Purchases · 2 min readHow do I send or print a receipt for a transaction?the mail merge window to allow you to choose the letter and delivery methods. For more information about sending mail merge letters, see this article: How do I ackno…Entering & Managing Transactions · 2 min read