How to add a cover letter (PDF file) to a receipt

Some of our customers requested the ability to add an attachment, or “Cover Sheet,” to the receipts emailed out to their

How to Disable a User

When users are no longer with your organization, you can disable their ability to login to the account. Typically this occurs

How to add a User

Organizations may need to add additional people, or “Users,” to their account. By default the person who set up the account

Local Time on Receipts

Organizations have a choice on how receipts show the payment time. By setting up the Time Zone option in the Profile section

Adding American Express

American Express deals with organizations directly. Organizations that wish to offer American Express as a credit card option

Personal Fundraising Pages

I want to help raise money for an organization. How can I set up a Click & Act fundraising page?

Click

Change Password or Email

How do I change my password or email notifications on my personal Click & Act Account?

1. Login to your account.
2. From

Customize Click & Act Pages

How to customize your personal Click & Act Fundraising page?

You can:

• Set a fundraising goal