Documentation Category: FAQs

  • Getting started with Annual Receipts

    Charitable Annual Receipts allows you to give your donors an attractive end of financial year receipt, helping them with their tax reporting. Annual receipts can be accessed online, downloaded or printed. How to install and activate the Annual Receipts plugin Annual Receipts is a WordPress plugin. You can install it just like any other plugin.…

  • Which currencies are supported by Charitable?

    With Charitable, you can accept donations in a wide range of currencies. Note: Currency support varies by payment gateway. Out of the box, the following currencies are supported: Argentine Peso Australian Dollars Bangladeshi Taka Bolivian Bolíviano Brazilian Real Brunei Dollar Bulgarian Lev Canadian Dollar Swiss Franc Chilean Peso Chinese Yuan Renminbi Colombian Pes Czech Koruna…

  • Getting started with Automation Connect

    Charitable Automation Connect allows you to connect Charitable with thousands of other apps by using 3rd party automation platforms like Zapier, Integromat or Zoho Flow. How to install and activate the Automation Connect plugin The Automation Connect is a plugin and can be installed the same way as any other Charitable extension. Here’s a quick…

  • Invalid License Key

    If you have added your license key but you’re getting an error message saying “This license is not valid”, try these steps to troubleshoot:

  • How do I get an invoice for my purchase?

    You can generate an invoice for you purchase through your WP Charitable account area. In the menu on the left, click on “Your Purchases”. Next, find the purchase you would like to get an invoice for and click “View Invoice”. Go to the Purchases tab and click on Generate Invoice for your purchase. On the following page you…

  • Setting Up PayPal

    PayPal is available out of the box as a payment gateway option. You can enable it via your WordPress dashboard: Go to Charitable > Settings > Payment Gateways. In the PayPal box, click on Enable Gateway. Next, you will need to configure some settings by clicking on Gateway Settings. Settings General Settings Gateway Label The label that…

  • Charitable & User Privacy

    Charitable stores personal data about donors and registered users in your website’s database, as well as providing personal data to third party providers such as payment gateways (PayPal, Stripe, Authorize.Net, etc.) or newsletter providers (MailChimp, Campaign Monitor, MailerLite, etc.). All or some of the following data may be collected and stored about a donor when they…

  • Quick Command-Line Setup

    If you would like to quickly build a test site and pre-populate it with Charitable campaigns, donations and pages, you can use the setup script. Note that this is not provided in the official releases on WordPress.org; you need to grab the full development version from GitHub. Usage # Navigate to the plugins folder in…

  • Frequently Asked Questions

    Do you have a refund policy? Yes! We offer a risk-free 14-day money back guarantee. We think Charitable is a great product, but we understand that it can’t work perfectly for everyone all of the time. If you are unhappy with your purchase, or you have an issue that we are unable to resolve, we…

  • Setting Up Payment Gateways

    Charitable provides three payment gateways out of the box: PayPal Stripe Offline Donations In addition, you can purchase gateway extensions for the following payment gateways: Authorize.Net Braintree Windcave Payfast PayUMoney Activating/deactivating payment gateways Payment gateways are activated and deactivated in the WordPress dashboard. Go to Charitable > Settings and click on the Payment Gateways tab. To enable a gateway,…

  • Changing a Donation’s Status

    There are two ways to change a donation’s status in Charitable. 1. Update donations in bulk In your WordPress dashboard, go to Charitable > Donations. Tick the box next to each donation that you would like to update. Change the “Bulk Actions” dropdown to the status you would like to change the donations to. Click Apply to update all…

  • Adding Campaigns

    Adding a fundraising campaign in Charitable is designed to be a straightforward process. Creating a New Campaign In your WordPress dashboard, go to Charitable > Add Campaign. Enter your campaign title. Try something action-oriented or catchy; your goal is to attract people’s attention. Add a short description. Aim for something short but sweet that clearly communicates the purpose of…

  • Updating Charitable

    You can update Charitable via your website’s dashboard. When there are updates for your WordPress site, you will see a little icon in your admin bar indicating how many updates there are. Click on this icon to go to the Updates pages. You will see a list of updates to be made to your WordPress…

  • Installing Charitable

    The simplest way to install Charitable is via the WordPress dashboard. Inside your WordPress dashboard, click on Plugins > Add New. In the search bar, type “Charitable”. Hit Enter on your keyboard. You will see Charitable listed as per the screenshot below. Click the Install Now button. After installing the plugin, you need to activate it. Click the Activate Now link after installing.…

  • Setting Up the User Dashboard

    When you have Charitable’s Ambassadors extension installed, you can take advantage of a new menu to group together pages that relate specifically to logged in users, such as the profile form or campaign creation form. Creating the User Dashboard Menu Note: This guide assumes that you have already installed Charitable and set up peer to peer fundraising settings.…