To manage your Users passwords you will first need to click on “Admin” at the very top of your Qsuite, then under “Users” click on “Manage Users”. (If you do not see this option your User does not have the necessary permissions.)

You are now looking at a list of your current Qsuite Users. The Action icons to the right of each of your Users provide the ability to unlock a Users account or reset their password:

• Click the “padlock” icon (mousing over this icon will show “Unlock Account”) to reset that User’s login attempts and will allow them to try to login again.  This can be helpful as It allows them to try again without needing to create a new password.
• Click the “key” icon (mousing over this icon will show “Reset Password”) to create a new password for this User. Once you have created a new password you will need to let the User know their new password.  Once they login using this new password encourage them to create a new password of their own.

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Click on the DonateQ tab and select Giving Pages from the left-side menu. Click on the “pencil” (Edit) icon next to the Giving Page you want to update. Under Page Content, click on the Edit link next to Categories and click on the Selections tab. Check (or uncheck) the box next to the Category or Subcategory you want to add or remove from your Giving Page. Click [Apply] and then [Save] your page.

When you create a Giving Page, DonateQ creates a unique URL for that page. You can find the URL by clicking on the “link” (Page URLs) icon from the “Giving Pages” table. You or your web designer then takes the Giving Page URL and codes it behind your donate or giving link on your website.

Yes, you can append a Giving Page URL with an Appeal Code for tracking by adding a “/” to the end of the Giving Page URL followed by your alphanumeric code (no special characters or spaces). Your alphanumeric code will be stored in Reporting under the “Appeal Code” field. By using unique Appeal Codes for each link to your Giving Page, you can tell which link the donor used to originate a gift.

You can quickly create a Giving Page by selecting “Add a Giving Page” from the left-side menu on the main Home page. Use “Layout & Design” to create the look and feel of your page. “Page Content” are the optional elements to add and customize elements on your page. Finally, “Communications” is where you set up and customize the on-screen and email communications for donations that come through your Giving Page. Remember to [Save] your page.

The ideal size for your header image is 900 pixels wide. However, Qsuite will resize the image when you upload it unless you check the box to maintain your images’ original dimensions. You can adjust the height of the header section to accommodate your image as needed. The banner image aligns to the left, so keep this in mind if you use an image smaller 900 pixels wide.

You can cancel a recurring transaction by finding the next pending record. Find the Transaction Schedule by using the Transaction Search and select the “pencil” (Edit) icon next to the pending record in the top grid. Click on the [Cancel] button to prevent any further occurrences from the selected Transaction Schedule. To stop a same-day transaction that is reconciled (ie. credit card transaction), use the Refund option. The full amount will be refunded as this will void the transaction and prevent it from settling at the processor.  If you’d like, visit this article for a more detail explanation. 

You can run a full or partial refund against a Reconciled Transaction. Find the transaction by using the Transactions Search and select the “pencil” (Edit) icon next to the reconciled record in Transaction History. Click on the [Refund] button to enter a refund.

There are two ways to enter a donation on behalf of the donor. The first is to select the “Add a Donation” option from the left-side menu. The second is to select “Add a Donation” from the Donations tab within a Profile. In either case, you need to select the Giving Page you want to run the donation through, from the list of active pages.

There is an email communication sent to the Primay Contact person when a registration is submitted as confirmation. There are currently no notifcations sent out for registrations, however, registrations with a transaction will be part of your daily transaction notification.

You can locate a specific registrant by clicking “Find Registrant” from the left-side menu on the EventQ Home page. Search for the registrant by first or last name (but not both). Click the “pencil” (Edit) icon to the right of the record you want to edit. The Registration Edit page summarizes the current registration. Click the [Edit] button to run through the registration form and make the necessary changes. Click [Next] to navigate through the entire form to finalize registration changes.

You can locate a specific registrant by clicking the EventQ tab located under the Qsuite logo, then click on “Find Registrant” from the left-side menu on the EventQ Home page. Search for the registrant by first or last name (but not both). Click the “pencil” (Edit) icon to the right of the record you want to edit. The Registration Edit page summarizes the current registration. Click the [Cancel] button to cancel the selected registration. To process the refund, click on the [Refund] button below the balance total.

To make changes to an existing Event, select “Events” from the left-side menu and click the “pencil” (Edit Event) icon from the “Current Events” table. Use the Editing Event navigation to jump to the section you need to update and make your changes and click [Next] to save.

You can see a quick list of registrants by selecting the Event from the Events Home page to open the Event Snapshot. Select the Registrants tab to view your registrant list. For more detailed registration information, run an Events Report with the Registrant Fields included.

Select the “Add a Registrant” option from the left-side menu. A menu with your active Events will appear, select the Event you want to run the registration through from the list of active Events.

Here is a Failure Code Directory containing the most common failure and decline codes

Failure Code Directory

If you are not a SmoothPay customer, you are receiving your card deposits from Global Payments directly. If you are setup for eCheck, you will see that activity deposit under the name CASHLINQ GRP. SmoothPay customers will see grouped card and eCheck activity deposit under the name CASHLINQ GRP.

To create a new Category for your Giving Pages, go to Admin > Add a Category. To edit an existing Category, or to add/edit a Subcategory, go to Admin > Manage Categories and click the “pencil” (Edit) icon. Click “Add Subcategory” to create a new, or the “pencil”  (Edit) icon to manage an existing Subcategory. Once you create a new Category or Subcategory, remember to add it to your Giving Pages to make it avalable to your donors.

To change your donor’s Profile password you first need to look up your donor’s Profile:

• Click on “Profiles” at the top of your Qsuite
• Click on “Find a Profile” on the left side of the screen
• You are now ready to search for your donor’s Profile.  Enter the first OR last name and hit ENTER (do not search for full names)
• Locate your donor’s Profile from your search results and click the “key” icon under the “Action” column to the right of their Profile listing
• Create a new password for your donor:

For a more detailed explanation please see this article.

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The banner space is limited for Events to a height of 144 pixels. The ideal width for a banner image is around 900 pixels, but the width is not limited. The banner image will center over the Event Home Page and Registration Page.

You can create a new Q user by selecting “Add a User” from the left-side menu or from the Admin Home page. Fill out the user’s information and set a password. Select the user’s permissions and notifications from the list based on the access level they need. Click [Add] to save your new user.

Click on the DonateQ tab and select Giving Pages from the left-side menu. Click on the “pencil” (Edit) icon next to the Giving Page you want to update. Under Page Content, click on the Edit link next to Categories and click on the Selections tab. Check (or uncheck) the box next to the Category or Subcategory you want to add or remove from your Giving Page. Click [Apply] and then [Save] your page.