How to set up online giving from start to finish

Online giving has a few stages, and each has its own guide. This page puts them in order, so you can see the whole journey and jump to the part you need.

Setting up online giving

1. Check you can see the Finance area in your web office. If you can’t, raise a support ticket and our UK team will sort out the permissions you need. Log out and back in afterwards.
2. Set up your payment account. How to set up online giving with Hubb Processing takes you through the identity checks and adding your bank account.
3. Create your giving form. How to take donations online sets up a donation payment group for one-off and regular gifts, with Gift Aid declarations.
4. Choose how gifts are taken. How to take deposits and recurring payments covers regular giving.
5. Write your thank-you. How to set up confirmation emails and e-tickets covers the email a giver receives.
6. Put the form where people will find it. How your giving page can work shows the giving page your site comes with.

Once gifts are coming in

• What the Finance area shows you: all your giving in one place.
• How to record bank deposits: matching what arrives in your bank.
• How to make a Gift Aid claim: claiming Gift Aid from HMRC through your web office.
• How to keep on top of recurring and failed payments: a few minutes of checking each month.
• How to change or cancel a booking or donation and how to handle refunds, write-offs and chargebacks: for when plans change or money has to go back.

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Good to know

• Your giving form works in your church app as well as on your website.
• Hubb doesn’t create QR codes. You can make one with any QR code generator and point it at your giving page.
• Card processing fees are on our pricing page.
• Cash, cheques and standing orders can be recorded too: see how to key in cash and cheque giving and how to import giving from your bank statement.