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Donor Dashboard Overview

The Donor Dashboard allows donors to manage their payment methods, submit general donations/extended payments, and manage their account information.

Homepage

Donors will view your customized homepage message upon logging into their account.

Using the left sidebar menu, they can access their Payment methods, Payment requests, General donations, or "My account" information.  

Payment Methods

Before donors can submit a payment, they must add a payment method to their account.

  1. Add a new payment method.
  2. Edit an existing payment method.

Payment Requests

The payment requests tab presents all payment requests the donor has received and the ability to make a payment towards each request.

Each payment request will include:

  1. The name of the family the payment will be applied towards.
  2. The payment amount requested.
  3. The payment status for the request.
  4. The option to download an invoice for the request.
  5. The link to make the requested payment.

Fulfilling a Payment Request

After clicking the "make a payment" link, donors will be presented the "make a payment" modal.

  1. First, they'll select a saved payment method that they already added to their account (via the Payment methods tab of the Dashboard).
  2. Then, they'll click to submit their payment.

Note that donors cannot alter the payment amount of a payment request.

General Donations

The General donations tab will include the history of all previous general donations submitted by the donor and the ability to make a new general donation.

Making a General Donation

After clicking the "Make a donation" button, donors will be presented the "make a donation" modal.

  1. First, they'll select a saved payment method that they already added to their account (via the Payment methods tab of the Dashboard).
  2. Next, they'll specify the amount they wish to donate.
  3. Finally, they'll click the "Make a donation" button to submit their payment.

My Account

From the "My account" page, Donor's can manage their Donor account info.

  1. Edit any existing information by re-entering that information into the relevant fields.  
  2. Click to upload a profile photo.
  3. Switch to the "change password" tab to change their current password.
  4. Save changes that have been made.

Change password

After selecting the Change Password tab of the "My account" page, Donors can edit their password by providing their existing password and the new password they'd like to apply to their account.

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