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Instructions for configuring the iATS Legacy and FirstPay payment processors with CiviCRM

Whether from an external database, fundraiser banquet, or wherever...you will likely someday want to import financial transactions. Watch the "Importing Contacts" video first, but then return to see the next step here.

Choosing the right payment processor is key, and once you've done that you can configure a Contribution Page in CiviCRM to handle recurring donations. This video shows how.

See the credit card icons above the payment section? This is how you change them.

Sending out emails via CiviCRM with "checksum" tokens fills out forms for the people. This cuts down on work on their end, facilitates greater response and reduces dupes on your end!

Use the PDF features of CiviCRM to print paper receipts, acknowledgments, labels, solicitations or whatever you like.

Ever want to update the data of more than one contact, participant, or contribution at once? That's what "batch update" is for. This video shows you how.

You may have spotted Pending Contributions in Civi and wondered what causes this status and what needs to be done about it. This will tell you.

What is custom data? How is the best way to create a field? This video explains that along with scope and the infamous "layer cake". Essential viewing!

For complex pricing structures on events, contribution pages, or with memberships - use price sets!