Givebox Help | Knowledge Base
Donor Frequently Asked Questions
Givebox Nonprofit Admin FAQs
Givebox Nonprofit Admin Frequently Asked Questions
How do I view the transactions to a particular INVOICE?
In the INVOICE LIST, click on any INVOICE in the list. This will open the dropdown with all the information on that particular INVOICE. Click on INVOICES REPORT.
How do I INSTALL A INVOICE BUTTON on my website?
Click on SHARE INVOICE while on EDIT INVOICE screen. Then click on INSTALL INVOICE BUTTON and follow the instructions. Or, In the INVOICE LIST, click on ACTIONS then click on INSTALL INVOICE BUTTON and follow the instructions.
What is the Givebox Swipe option in the SHARE INVOICE drop down menu?
Clicking this will post your INVOICE to the Givebox Swipe app.
How do I SHARE A INVOICE from the INVOICE list?
In the INVOICE LIST, click on ACTIONS then click on SHARE INVOICE or EMAIL INVOICE.
How do I SHARE A INVOICE after I EDIT AN INVOICE?
Click on SHARE INVOICE while on EDIT INVOICE screen. Then click on SHARE INVOICE or EMAIL INVOICE.
How do I CHANGE THE THEME COLOR of a EVENT form?
Click on the “SELECT COLOR” and choose the color you’d like displayed.
How do I import my existing customers?
Click on the Manage Customers button and in the dropdown select "Import Customers" and either upload a CSV file or import from Gmail.
How do I add a bank account?
Click on the Bank Accounts button and click "New Bank Account".
How do I ADD A VIDEO to a DONATION FORM?
Click on the “ADD YOUTUBE or VIMEO LINK” field and type in the video link form either Youtube or Vimeo ONLY.
How do I ADD TITLE to a DONATION FORM?
Click on the “ADD TITLE” field and type in the text you’d like displayed.