Admin Help
Learn how to manage your SecureGive account for your organization
General Information
Analytics
Account
Users
Reporting
- How To Resend a Transaction Receipt Email
- Importing and Assigning Scanned Checks
- Stocks Reporting
- Batches
- CardConnect/ProfitStars ACH Processing and Reconciling
- Fortis/EpicPay ACH Processing and Reconciling
- Re-linking Transactions
- How To See the Reason a Transaction Has Failed
- How to pull totals by member (i.e. Top Givers Report)
- Recurring Transactions
- Add Offline Transactions
- Filtering Transactions On The All Transactions Page
- Sorting Transactions On The All Transactions Page
- Refunding Transactions
- Resume a Recurring Transaction
- Giving Statements
- Virtual Terminal
- Fiserv ACH Processing and Reconciling
- Edit A Donor’s Recurring Transaction
- Pause a Recurring Transaction
- Adjusting Transactions
- Returned ACH Transactions or Scanned Checks & Chargebacks
- All Transactions
- Managing Pledges as an Admin
Categories
Settings
Exporting & Integrations
- TouchPoint Export Instructions
- Shepherd's Staff Export Instructions
- ACS Export Instructions
- PowerChurch Export Instructions
- How To Set Up Apple Pay With SecureGive
- Fellowship One Instructions
- Church Community Builder Integration Instructions
- Servant Keeper Instructions
- QuickBooks Non-Profit 2014 Export Instructions
- Ministry Platform Integration Instructions
- Breeze Export Instructions
- Roll Call Export Instructions
- Zapier Integration
- Shelby Next Export Instructions
- Realm Export Instructions
- SecureGive Checkout Instructions
- Planning Center Integration Instructions
- Exporting SecureGive Transactions
- Shelby Export/Import Process
- Salesforce Integration Instructions
- Rock RMS Integration Instructions
- Remove Duplicate Transactions in Rock RMS
- Logos Export Instructions
- Excellerate Export Instructions
- FellowshipOne GO Export Instructions
- Elexio Export Instructions
- Arena Export Instructions
CardConnect PCI Compliance
Fortis PCI Compliance
Kiosk Settings
Elo Kiosks
iPad Kiosks
- Battery Is Swollen Inside of Case
- Update iPadOS
- Install or Re-Register The iPad Kiosk App With The ID TECH VP3300 Card Reader
- Connect Your iPad To Wi-Fi
- iPad Kiosk Setup Instructions
- iPad Battery Not Charging
- VP3300 Card Reader Not Working
- VP3300 Card Reader Not Connected To Power
- iPad Self Setup Steps
- iPad Kiosk Mount Assembly Instructions
- Close The iPad Kiosk App
- Screen Is Turning Off
- Lilitab H Pro Head Assembly Instructions with ID TECH VP3300 Card Reader
- Update The SecureGive iPad Kiosk App
Olea Stand-Alone Kiosks
- Kiosk Showing “Access Disabled” Or "Refresh" Message
- Printer Not Printing Receipts
- USB Card Swipe Not Working
- Touchscreen Not Working
- Olea Kiosk Setup Instructions
- How To Calibrate Touchscreen
- Close The Windows Kiosk App
- Install & Register or Re-Register the SecureGive Windows Kiosk App
- Buying A New Computer For Your Olea Kiosk
Pioneer Countertop Kiosks
- Close The Windows Kiosk App
- Printer Not Working
- Installing TeamViewer
- S-line Countertop Printer Out of Paper
- Upgrade Your Kiosk From Windows 7 To Windows 11
- Countertop Kiosk Setup Instructions
- Kiosk App Showing “Access Disabled” Message, Paging File error, and/or Javascript Error
- How To Calibrate The Touchscreen
- Kiosk Showing “Access Disabled” Or "Refresh" Message
- Pioneer Touchscreen Not Working
- Install or Re-Register the SecureGive Windows Kiosk App