Online Giving at Wesley Church - Instructions
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- Barry Wright
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1 Online Giving at Wesley Church - Instructions In order to participate in Online Giving at Wesley Church you must have a valid address. This is required when creating your profile. In order to avoid additional charges to the church, it is suggested that you link this online giving to a checking or savings account rather than a credit or debit card. TO CREATE A PROFILE: 1 Go to the home page for Wesley United Methodist Church: Click on the Giving tab across the top and you will see the screen below: 2 Click on the Give Online link and the following screen will appear. The first step is to create your online profile. Click the Create Profile button on the lower right of the screen. 1
2 3 - Enter your address on this screen and confirm it by entering it a second time. Click on Continue to get to the next screen. 4 Enter your name and address and create a password. Be sure that your password follows the rules shown and is something you can remember. Once you have completed the entries on this screen, click on the Create Profile button at the bottom left of the screen. You are now in the system. Make a note of your password since you will need it to login to the system anytime you want to make a change. You will receive an message stating that your profile has been successfully created. 2
3 TO ADD A DONATION: 1 The next step is to add your online donation amount and the fund to which it should be credited. From the screen below, click on Add Transaction. You can specify which fund should receive your donation: General Operating fund, Building fund, Capital Improvement Campaign or Food Pantry Mission by entering the dollar amount. If more categories are needed, please see Theresa Davis in the church office and she can add them. 2 - After entering the amount for your chosen fund, select the frequency from: one time, weekly or monthly. Include a start date that is other than a weekend day and click Continue to specify the account from which the donation will come. 3
4 3 Choose one of the following as the account from which your donation will come: New Account Checking, New Account Savings, New Account Credit/Debit Card. Although the selection shows new account for each of these choices, this means it is a new account to the Online Giving system. After selecting New Account Checking as type of account, you are asked to enter the bank routing number and account number as shown on the screen below. When complete, click Process. Notice the donation summary on the right side of the screen. 4
5 If your donation is coming from a savings account, the screen for entering savings account number and routing number is shown next. If your donation is using a credit/debit card, the screen for entering that information is shown below: 5
6 After clicking Process, you will see the following confirmation screen and you will receive a Thank You for Your Donation message. MAKING CHANGES TO YOUR TRANSACTIONS OR PROFILE: After you have entered your donation, any subsequent logins to the system will display the summary page showing any scheduled transactions and a transaction history. You can make changes to the transaction from this page by either Edit Account (to change the account from which the donation will come) or Edit Delete (to the right of the scheduled transaction). Changes to your profile can be made by clicking on Profile (at the upper right). Once you have completed all processing, be sure to Log Off. 6
7 General Information: 1 If your operating system is Windows XP, you will need to use Google Chrome or Safari as your Internet browser. For any operating system newer than Windows XP, you may use any browser (Internet Explorer, Google Chrome, Safari or any other) to access the webpage. 2 If you need an address, there are many free sites available such as Yahoo.com, google.com, gmx.com, muchomail.com and others. Pick one and set up a free account for your use. 3 s sent by the Online Giving system will be from cs@vancopayments.com or ereceipt@eservicepayments.com. You may need to check your spam folders for these. 4 - A recurring donation is a donation set up to occur automatically on a regularly scheduled basis. The benefits of setting up a recurring donation are the reduced check writing for frequent donors, it allows donations to continue uninterrupted during absences, it allows donations to be spread out over time, it reduces administrative costs and it consumes fewer resources than paper check processing. 5 For donations that are one time donations, you will receive an from the system when the transaction happens. This does not occur for weekly or monthly donations. 6 When entering the Donation Start Date, the system will not allow you to select a Saturday or Sunday date. Use the Monday following the weekend for the start date. 6 It the date of your donation falls on a weekend, it will be processed on the first business day of the next week. 7 If possible, link your online giving to a checking or savings account which will avoid an additional charge for the church. 8 If you have questions, please contact Theresa Davis in the church office ( ) or Bonnie Atkins via (b-atkins@comcast.net) or phone
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