Setup Your ChurchInsight Payment Processing Account - See our Guide
The Finance area is a new way to manage your Giving and Event income. You can:
See a dashboard that shows you key income-related stats at a glance
Easily import your standing order / bank transfer income by uploading your bank statement
Use a new quick keyed-entry screen for adding other offline income e.g. giving envelopes, including searching by "gift aid number"
Run a search for any payments that are eligible for Gift Aid and we will send your claim for them direct to HMRC
See when online card payments will be deposited at your bank account
Collect together any offline payments in the system and mark them as an offline bank deposit for end-to-end payment tracking
You can access the Finance area from the left-hand navigation by clicking on the £/$ icon. The Finance area has the group tree, with only the Payment Groups and Payment Pages showing.
For details of how to set up a payment page for online giving please see the article here