How to Set Up Recurring Giving and Text Message Giving

Chasity Williams
25 steps
2 minutes

Onechurchsoftware

Navigate to [https://unityoffairfax.onechurchsoftware.com/?login=4146769](https://unityoffairfax.onechurchsoftware.com/?login=4146769)

Click "View My Profile"

Click "Giving"

Click "Payment Methods"

Click "Add New" under Bank Accounts.

Click the type of account.

Add the name on the account.

Add the routing and account numbers.

Add the address.

Click "Create"

Click the down arrow to see a little bit of details.

Tip! You can add more than one bank or card to your profile if you desire to use them for different reasons in the future.

Click "Schedules"

Click "Add New Schedule"

Add the amount you wish to give.

Select a fund you want to give to.

Select the recurring schedule.

Click a date for the withdrawl.

Select when you want it to start.

Select when you want it to end - if at all.

You can see here that the payment method you've added automatically comes up. If you have more than one payment method on your account, click "Change" to select it or to add a new method. NOTE: Adding a new payment method this way does not save it to your account for future use. You will need to go back to the "Payment Methods" tab to add a new method that you want to potentially use in the future.

Click "Giving on behalf of a business?" if you are.

Click the "Yes" field on "Enable giving by text message?" to enroll your mobile number.

Ensure that the cell number is correct.

Check this box to cover the processing fees. This amount changes based on the total amount you wish to give.

After all is done and correct, click the "Give..." button to complete the schedule setup.