FAQ Categories: Admin: Treasurer Tutorials

Accessing Payment Reports (Transactions and Deposits)

Make sure you’re logged into your E-Board Account. After successfully logging into your E-Board Account, please direct to the homepage. In the site menu (located at the top) hover under Executive Board Portal. After a dropdown should appear and towards the bottom there is a link labeled Stripe Dashboard, click that and you will be redirected…
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How to Run Website Donation Reports?

CLICK HERE FOR DIRECT ACCESS TO ADMIN PANEL On the Admin Menu located on the left find the item that says “Donations” Give WP Donations is what powers the donation form, not the STORE! If you hover or click on that link a submenu will appear. This are the different parts that keeps the donations…
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Accessing Donation Dashboard

Make sure you’re logged into your E-Board Account. After successfully logging into your E-Board Account, please direct to the homepage. In the site menu (located at the top) hover under Executive Board Portal. After a dropdown should appear and towards the bottom there is a link labeled Website Admin Panel, click that and you will be…
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How to Process Refunds?

CLICK HERE FOR DIRECT ACCESS TO ADMIN PANEL On the Admin Menu located on the left find the item that says “WooCommerce.” WooCommerce is what powers the website store, not DONATIONS! If you hover or click on that link a submenu will appear. The second item on the menu is labeled “Orders.” Click on Orders. …
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Orders

CLICK HERE FOR DIRECT ACCESS TO ADMIN PANEL On the Admin Menu located on the left find the item that says “WooCommerce.” WooCommerce is what powers the website store, not DONATIONS! If you hover or click on that link a submenu will appear. The second item on the menu is labeled “Orders.” Click on Orders. …
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Accessing the Store in the Admin Panel

Make sure you’re logged into your E-Board Account. After successfully logging into your E-Board Account, please direct to the homepage. In the site menu (located at the top) hover under Executive Board Portal. After a dropdown should appear and towards the bottom there is a link labeled Website Admin Panel, click that and you will be…
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This content is only available to members.