Statements & Invoices
Statements are sent to any listed financial contact that Greater Giving has on file; to change who receives these statements, see Updating Your Information. These statements are not found anywhere on your site, and for security purposes, Greater Giving will only send this to approved contacts. If you need a copy of the statements re-sent, please reach out to us either in our Support Chat or email us at email@example.com . You can also call us at 1.866.269.8151 during normal Business Hours to speak with a Client Services Agent to have that statement resent.
Elements of a Statement:
- A: Statement Type - This is what product the Statement Refers to.
- B: Approved Deposits - The total of approved transactions. The charges in your software/reporting should match to this number.
- C: Fees & Credits - These are the fees deducted from your Approved Deposits. Note: These are sample Fees. You fees are dependent on your Agreement with Greater Giving.
- D: Statement Date Range - These are the dates of transactions the Statement covers.
When Do I Receive a Statement?
Greater Giving Online/Terminals:
5 days after your organization has processed a single card transaction or a batch of transactions, Greater Giving will send a statement that includes a breakdown of total dollars processed, fees, and the total amount deposited to your bank.
Every week on Friday, Greater Giving will send your organization a statement compiled of the previous weeks transactions made through Online Payments. These statements include a breakdown of total dollars processed, fees, and the total amount deposited to your bank.
How Do I Reconcile My Statement?
Statement Reconciliation occurs either within your Project directly, or through your Online Payments portal. We recommend following the steps located on Reconciling Statements depending on which type of statement it is.
How Are Fees Determined?
Fees are outlined in the Agreement you have with Greater Giving. They are unique to each organization. Credit card processing fees are based on the dollar volume of approved credit cards and do not include cash or checks taken by your organization. If you have questions about your Agreement, you can always contact our Support Chat or email us at firstname.lastname@example.org for clarification. Please note that Client Services can only discuss the Agreement with approved Financial Contacts. You can also call us at 1.866.269.8151 during normal Business Hours to speak with a Client Services Agent.
How Does Invoicing Work?
Greater Giving sends invoices based on when you sign up for the product. After you receive the invoice, you have one month to pay that invoice. You can pay that invoice by using our Account Payments form, or by letting Greater Giving debit your account directly. Please note if you’d prefer us to not debit the account directly to email us at email@example.com .