# Open Collective Docs ## Open Collective Documentation - [Welcome](https://documentation.opencollective.com/welcome/readme.md): Explore the Open Collective Documentation to learn about our platform. Get set up. Raise and spend Money. Discover and support Collectives Worldwide. - [Why Open Collective?](https://documentation.opencollective.com/why-open-collective/why-open-collective.md): Discover why collectives worldwide use Open Collective to start, grow their communities, and raise and manage money transparently. - [How Open Collective Works](https://documentation.opencollective.com/why-open-collective/how-open-collective-works.md): Open Collective offers a solution for communities and an open way for them to thrive. Find out how we work. - [Features](https://documentation.opencollective.com/why-open-collective/features.md): Open Collective is a platform designed for a collective future. Learn more about our features, from transparent budgets to easy admin tools. - [Pricing](https://documentation.opencollective.com/why-open-collective/pricing.md): Open Collective is designed to help communities grow. Our pricing allows us to build sustainably while supporting good work. - [Fiscal Host Documentation](https://documentation.opencollective.com/why-open-collective/fiscal-host-documentation.md) - [Getting Started](https://documentation.opencollective.com/getting-started/getting-started.md): Our Getting Started section guides you through your first steps on Open Collective. Set up an account, and learn about your dashboard. - [Explore](https://documentation.opencollective.com/getting-started/explore.md): Support groups in your area - or causes close to your heart. - [Setting up your Account](https://documentation.opencollective.com/getting-started/setting-up-your-account.md): Setting up an Open Collective account enables you to keep a record of all your activity, and build your community - [Editing your Profile Page](https://documentation.opencollective.com/getting-started/editing-your-profile-page.md): When you create an account, you will be given a customizable profile page to share more about what you're doing. - [Customizing your Page Layout](https://documentation.opencollective.com/getting-started/customizing-your-page-layout.md): Your profile page is where people go to find out more about you, read updates, and donate to your cause. Customise how your page looks using these options. - [Adding and Removing Team Members](https://documentation.opencollective.com/getting-started/adding-and-removing-team-members.md): Invite members of your team/organization to use Open Collective together. - [Your Dashboard](https://documentation.opencollective.com/getting-started/your-dashboard.md): Our Dashboard enables you to easily find important information, and perform tasks. - [Understanding Contributions](https://documentation.opencollective.com/getting-started/understanding-contributions.md): Learn more about how Contributions work on the Open Collective platform. - [Understanding Expenses](https://documentation.opencollective.com/getting-started/understanding-expenses.md): Every expense submitted on Open Collective goes through various stages to ensure it is valid and accurate. Find out more about how the process works. - [Tracking an Expense](https://documentation.opencollective.com/getting-started/tracking-an-expense.md): This guide will break down the terminology used in our expense payment process, so you can track an expense’s progress from start to finish. - [Creating an Organization](https://documentation.opencollective.com/getting-started/creating-an-organization.md): Looking to represent a company or entity on Open Collective? Just set up an organization account. - [Notifications](https://documentation.opencollective.com/advanced/notifications.md): Find out how to decide which updates you would like to see to ensure you are notified of changes and news on Open Collective. - [Preview Features](https://documentation.opencollective.com/advanced/preview-features.md): Our Preview Features option allows you to test new and improved features before they are fully released. - [Permalinks and Public IDs](https://documentation.opencollective.com/advanced/permmlinks-and-ids.md): Permalinks and public IDs let you share direct links to expenses, contributions, and other records across dashboard views. - [Activity Log](https://documentation.opencollective.com/advanced/activity-log.md): There are multiple ways to track and sort your activity across the Open Collective platform. - [Security For Accounts](https://documentation.opencollective.com/advanced/security-for-accounts.md): We maintain the highest security standards to protect individuals and groups at Open Collectives. Learn more about security, and how you can help - [Logging into your Account](https://documentation.opencollective.com/advanced/security-for-accounts/logging-into-your-account.md): Open Collective uses a password less system by default but you can choose to log in with a password if you prefer. - [Two Factor Authentication](https://documentation.opencollective.com/advanced/security-for-accounts/two-factor-authentication.md): You can opt to add two-factor authentication as part of your login process at Open Collective, adding an extra layer of security to your account. - [Keeping your Community Updated](https://documentation.opencollective.com/advanced/keeping-your-community-updated.md): You can keep your community updated on your Collective, Fiscal Host, or Organization by sending emails, update posts, and hosting events. - [Updates and Contact](https://documentation.opencollective.com/advanced/keeping-your-community-updated/updates-and-contact.md): You can use Open Collective to send updates to your community directly on the platform and via email. Keep your contributors informed. - [Conversations](https://documentation.opencollective.com/advanced/keeping-your-community-updated/conversations.md): This is a discussion forum for your community to converse, ask questions, say thank you, and get things done together. - [Verification](https://documentation.opencollective.com/advanced/verification.md): The Verification Badge indicates that an individual or organization is legitimate and has passed verification checks. It’s a simple but important way to help others trust your identity. - [Understanding the Ledger](https://documentation.opencollective.com/advanced/ledger.md): Open Collective is built around a ledger that records all of the financial activity on the platform. Read on to learn more about how our ledger works. - [Individual Transactions](https://documentation.opencollective.com/advanced/ledger/individual-transactions.md): All transactions have specific properties assigned to them. Read on to learn about the various fields that describe all transactions on the platform. - [Transaction Pairs, Groups & Perspectives](https://documentation.opencollective.com/advanced/ledger/transaction-pairs-groups-and-perspectives.md): For every transaction on Open Collective, multiple transactions are created to reflect the differences in every party's balance. Read on to learn more about how transactions are paired and grouped. - [Viewing Transactions](https://documentation.opencollective.com/advanced/ledger/viewing-transactions.md): Transactions can be viewed in your account Dashboard. Read on to learn more about your Transaction page. - [Exporting Transactions](https://documentation.opencollective.com/advanced/ledger/exporting-transactions.md): Open Collective features a robust export feature that allows you to create your own export templates that feature the categories that are important for your own accounting systems. - [Fiscal Host Ledger Perspective](https://documentation.opencollective.com/advanced/ledger/fiscal-host-ledger-perspective.md): A Fiscal Host's ledger can be viewed from a few different perspectives. Read on for greater understanding of how Fiscal Hosts can view the ledger. - [Contributions in the Ledger](https://documentation.opencollective.com/advanced/ledger/contributions-in-the-ledger.md): Learn more about how Contributions and Refunds are reflected in Open Collective's ledger. - [Added Funds in the Ledger](https://documentation.opencollective.com/advanced/ledger/added-funds-in-the-ledger.md): Added Funds a represented slightly differently in the ledger than contributions. Read on to learn about how Open Collective reflects these transactions. - [Expenses in the Ledger](https://documentation.opencollective.com/advanced/ledger/expenses-in-the-ledger.md): Learn more about how Expenses, including those that have been marked as unpaid, are reflected in the Open Collective ledger. - [Ledger Changelog](https://documentation.opencollective.com/advanced/ledger/ledger-changelog.md): Over time, we've made some changes to how we structure the ledger. Read on to learn about the changes and your options for using our legacy options. - [Exporting Your Data](https://documentation.opencollective.com/advanced/exporting-your-data.md): If you are an admin, you can export selected Collective data from the Open Collective platform for use elsewhere. - [Deleting your Account](https://documentation.opencollective.com/advanced/deleting-your-account.md): If you no longer wish to use your Open Collective account, you can remove it using the following steps: - [Changing Organization Currency](https://documentation.opencollective.com/changing-organization-currency.md) - [Collectives](https://documentation.opencollective.com/collectives/collectives.md): Thinking of starting a project? Get legal status and receive, send, and manage your money transparently on Open Collective - [Creating a Collective](https://documentation.opencollective.com/collectives/creating-a-collective.md): Create a dedicated page for your community. Take the first steps today towards sustainability. Learn how to create your collective today. - [Creating Your Policies](https://documentation.opencollective.com/collectives/creating-a-collective/creating-your-policies.md): Creating policies on Open Collective gives contributors and expense submitters clarity on what they need to do to meet your standards. - [Security for Collectives](https://documentation.opencollective.com/collectives/creating-a-collective/security-for-collectives.md): Collectives have some additional policy tools at their disposal to reduce risks. Read more about two-factor authentication enforcement. - [Linking Connected Collectives](https://documentation.opencollective.com/collectives/creating-a-collective/linking-connected-collectives.md): Connect your Collective page on Open Collective to signpost users to related or spinoff Collectives. - [Choosing a Fiscal Host](https://documentation.opencollective.com/collectives/choosing-a-fiscal-host.md): Choosing the right Fiscal Host is an important step in making the most of Open Collective. Follow this guide to ensure you find the perfect match. - [Raising Money](https://documentation.opencollective.com/collectives/raising-money.md): Link your Collective to your website, chat platforms and social media accounts to raise awareness and donations. - [Setting Goals and Tiers](https://documentation.opencollective.com/collectives/raising-money/setting-goals-and-tiers.md): Setting financial goals and support tiers on Open Collective allows your Collective to be clear about your targets, encourage contributions and track your progress - [Customising Thank You Emails](https://documentation.opencollective.com/collectives/raising-money/customising-thank-you-emails.md): Customize the automatic emails that your community receives when they make a contribution or you post an event or project. - [Adding Donation Buttons, Badges and Banners](https://documentation.opencollective.com/collectives/raising-money/adding-donation-buttons-badges-and-banners.md): You can showcase your Collective contributors and invite donations by displaying buttons and information from your profile to your own website. - [Adding Embeds to your Website](https://documentation.opencollective.com/collectives/raising-money/adding-embeds-to-your-website.md): You can embed selected pages from your Open Collective fundraising pages on your own website using embed links. - [Creating Custom Fundraising URLs](https://documentation.opencollective.com/collectives/raising-money/creating-custom-fundraising-urls.md): If you want to create a link to a specific part of your Open Collective fundraising page on your website, you can amend your URL with the following options. - [Rejecting and Refunding Financial Contributions](https://documentation.opencollective.com/collectives/raising-money/rejecting-and-refunding-financial-contributions.md): Using our moderation features, you can reject and refund donations or block certain people or groups from contributing to your Collective. - [Managing Money](https://documentation.opencollective.com/collectives/managing-money.md): All Collectives on Open Collective have transparent ledgers which are visible to all. Find out how to track your incomings and outgoings and plan for the future. - [Budgets](https://documentation.opencollective.com/collectives/managing-money/budgets.md): We’ve designed our budgets so that they are open and transparent. This means that everyone is able to follow what money is coming in, and how it is spent. - [Projects](https://documentation.opencollective.com/collectives/managing-money/projects.md): You can set up a Project on Open Collective if you want to work on a mission or fundraiser around a specific initiative or idea. - [Moving money](https://documentation.opencollective.com/collectives/managing-money/moving-money.md): Find out about moving money between Projects, Events and their parent Collectives. - [Tagging expenses](https://documentation.opencollective.com/collectives/managing-money/tagging-expenses.md): Tag expenses to categorize and organize your project's expenditure. - [Spending Money](https://documentation.opencollective.com/collectives/spending-money.md): You can use Open Collective to approve and reject expenses submitted to your Collective, and track their progress. - [Inviting a Third Party to Submit an Expense](https://documentation.opencollective.com/collectives/spending-money/inviting-a-third-party-to-submit-an-expense.md): If you want to encourage a third-party to submit an expense on the platform, you can create an expense and invite them to complete it - [Events](https://documentation.opencollective.com/collectives/events.md): Use Open Collective to set up Events for your Collective community. Create tickets and attribute the money straight to your budget. - [Changing Fiscal Host](https://documentation.opencollective.com/collectives/changing-fiscal-host.md): Your Fiscal Host holds your money on your behalf. When you want to move to a new Fiscal Host you will need to withdraw all of your funds or transfer the balance to a new Fiscal Host. - [Closing a Collective](https://documentation.opencollective.com/collectives/closing-a-collective.md): Discover how to archive or delete your Collective on Open Collective. - [Zero Collective Balance](https://documentation.opencollective.com/collectives/closing-a-collective/zero-collective-balance.md): In order to close a Collective, you'll need to first ensure that your balance is zero. Learn about all of the methods that you can use to accomplish this here. - [Collective Settings](https://documentation.opencollective.com/collective-settings.md) - [Integrations](https://documentation.opencollective.com/collective-settings/integrations.md): Learn how to integrate notifications from Open Collective in your own chat or website using Webhooks - [GitHub Sponsors](https://documentation.opencollective.com/collective-settings/github-sponsors.md): Collectives that are hosted by Open Source Collective can connect to GitHub Sponsors. - [Giving to Collectives](https://documentation.opencollective.com/giving-to-collectives/giving-to-collectives.md): Whether you’re an individual or a company, you can make contributions to collectives you support through Open Collective. - [Contributing](https://documentation.opencollective.com/giving-to-collectives/contributing.md): Make a financial contribution to a project that you've found on Open Collective - [Contributing as a Guest](https://documentation.opencollective.com/giving-to-collectives/contributing-as-a-guest.md): You can make a one-time contribution to a Collective without an Open Collective account. - [Payment Methods](https://documentation.opencollective.com/giving-to-collectives/payment-methods.md): Open Collective supports a number of payment methods, which depend on factors such as location, currency, and the collective you are giving to. - [Platform Tips](https://documentation.opencollective.com/giving-to-collectives/platform-tips.md): When you make a contribution to a Collective, you are also invited to add a platform tip. Read on to find out who this tip goes to, and what it is spent on. - [Sharing your Support](https://documentation.opencollective.com/giving-to-collectives/sharing-your-support.md): If you’ve supported a Collective on Open Collective, why not let the rest of your network know? - [Making a Recurring Contribution](https://documentation.opencollective.com/giving-to-collectives/making-a-recurring-contribution.md): If you want to support a Collective on an ongoing basis, you can make a recurring (monthly or annual) payment through Open Collective. - [Managing Receipts](https://documentation.opencollective.com/giving-to-collectives/managing-receipts.md): Open Collective makes it easy to keep track of your contributions to Collectives, and you can even select and download receipts. - [Giving to Other Collectives](https://documentation.opencollective.com/giving-to-collectives/giving-to-other-collectives.md): With Open Collective, Collectives are empowered to support each other's work through inter-Collective contributions. - [Giving as a Company](https://documentation.opencollective.com/giving-to-collectives/giving-as-a-company.md): With Open Collective, companies can support one or many collectives doing great work, and even empower your employees to back projects and causes. - [Creating a Fund](https://documentation.opencollective.com/giving-to-collectives/giving-as-a-company/creating-a-fund.md): You can use Open Collective to set up funds on behalf of your company or industry, to reward groups doing good work in your field. - [Bulk Transfers](https://documentation.opencollective.com/giving-to-collectives/giving-as-a-company/bulk-transfers.md): Instead of making multiple financial transactions, Bulk Transfers let you send funds to your organization in one transfer, which you can then share as you wish. - [Gift Cards](https://documentation.opencollective.com/giving-to-collectives/giving-as-a-company/gift-cards.md): Gift Cards can be a powerful way to encourage your employees to discover and give to Collectives, and support causes that matter to them. - [Requesting Refunds](https://documentation.opencollective.com/giving-to-collectives/requesting-refunds.md): It is possible to receive refunds for contributions, read on to learn the easiest way to have your funds returned. - [Refund Policy](https://documentation.opencollective.com/giving-to-collectives/requesting-refunds/refund-policy.md): Open Collective has its own rules and regulations for how we handle refund requests. - [Expenses and Getting Paid](https://documentation.opencollective.com/expenses-and-getting-paid/expenses-and-getting-paid.md): You can use Open Collective to submit expenses directly to a Collective and track their progress towards being paid - [Submitting Expenses](https://documentation.opencollective.com/expenses-and-getting-paid/submitting-expenses.md): Follow this guide to learn how to submit an expense to an Organization or Collective on Open Collective - [Submitting a Reimbursement](https://documentation.opencollective.com/expenses-and-getting-paid/submitting-expenses/submitting-a-reimbursement.md): If you have already made a purchase and want to get paid back, you can submit a reimbursement to a Organization or Collective - [Recurring Expenses](https://documentation.opencollective.com/expenses-and-getting-paid/submitting-expenses/recurring-expenses.md): With Open Collective, you can submit expenses that are paid out on a regular recurring basis. - [Multi-Currency Expenses](https://documentation.opencollective.com/expenses-and-getting-paid/submitting-expenses/multi-currency-expenses.md): When the currency of a Collective and the currency of your payment method don't match, Open Collective allows you to choose what currency works best for you. - [Editing an Expense](https://documentation.opencollective.com/expenses-and-getting-paid/editing-an-expense.md): Find out how to edit an expense once you've submitted it to a Collective on the Open Collective platform. - [Payment Processor Fees](https://documentation.opencollective.com/expenses-and-getting-paid/payment-processor-fees.md): Approximate fees charged by each payment processor (Stripe, PayPal and Bank Transfer) - [Getting Paid through Wise](https://documentation.opencollective.com/expenses-and-getting-paid/getting-paid-through-wise.md): Open Collective allows for expenses to be paid through the payment processor Wise for easier transfers. - [Understanding Tax Requirements](https://documentation.opencollective.com/expenses-and-getting-paid/understanding-tax-requirements.md): When you submit an expense on Open Collective, you may be asked to fill in a tax form relevant to your location. - [Fiscal Hosts](https://documentation.opencollective.com/fiscal-hosts/fiscal-hosts.md): Fiscal Hosts can use the Open Collective platform to connect with Collectives, and complete admin tasks such as paying out expenses - [Why Become a Fiscal Host?](https://documentation.opencollective.com/fiscal-hosts/why-become-a-fiscal-host.md): Fiscal Hosts can help multiple Collectives to thrive by offering their legal status, a bank account and help with vital administration. - [Setting up a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host.md): Create a Fiscal Host on Open Collective, and customize your info and settings to give Collectives an idea of what you offer - [Creating a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/creating-a-fiscal-host.md): You can get your Fiscal Host set up on Open Collective quickly by adding your details and linking your bank account - [Setting your Fiscal Host Fees](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/setting-your-fiscal-host-fees.md): As a Fiscal Host, you have the option to charge Host Fees to Collectives in return for your services. - [Fiscal Host Security (Old)](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-security-old.md) - [Fiscal Host Security](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-security.md): Open Collective features Two-Factor Authentication to help ensure the security of your account. This section features information and instructions for setting up and using 2FA for payouts. - [Fiscal Host Policies](https://documentation.opencollective.com/fiscal-hosts/setting-up-a-fiscal-host/fiscal-host-policies.md): Read on to learn how to set your Fiscal Host policies directly inside of your Open Collective dashboard. - [Fiscal Host Overview Dashboard](https://documentation.opencollective.com/fiscal-hosts/fiscal-host-overview-dashboard.md): The Fiscal Host Overview Dashboard allows admins to get a quick glimpse of recent activity, pending items, and financial status all on one page. - [Dashboard Navigation](https://documentation.opencollective.com/fiscal-hosts/dashboard-navigation.md): Reference for the fiscal host and organization dashboard sidebar, including how new Incoming Money and Outgoing Money menus map to older labels. - [Managing your Collectives](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives.md): Open Collective offers vital tools to help you grow and manage the Collectives you host - [Hosted Collectives](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/hosted-collectives.md): Using Open Collective, a Fiscal Host can view all the Collectives it hosts, and filter by duration and fee structure. - [Collective Applications](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/collective-applications.md): You can track which Collectives have applied to your Fiscal Host, and view all necessary information to make a decision - [Collecting Local Taxes](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/collecting-local-taxes.md): Set up the necessary framework to collect local taxes - [Configure Invoices and Receipts](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/configure-invoices-and-receipts.md): Customize the Invoices and Receipts that are generated by the platform on behalf of your Fiscal Host. - [Agreements](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/agreements.md): Agreements were created to capture information that Fiscal Hosts may need to be aware of when they pay expenses. - [Vendors](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/vendors.md): Need to attribute contributions or expenses to external entities that don’t want to use Open Collective? Set up a list of vendors specific to your Fiscal Host. - [Viewing your Host Reports](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/viewing-your-host-reports.md): Fiscal Hosts can view their financial activity at a glance through our reports page, and keep track of their progress over time - [Freezing a Collective](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/freezing-a-collective.md): Fiscal Hosts have the ability to freeze Collectives they host, which blocks them from taking action on Open Collective. - [Unhosting a Collective](https://documentation.opencollective.com/fiscal-hosts/managing-your-collectives/unhosting-a-collective.md): You can unhost a Collective via the Open Collective platform, but it must first have a balance of zero - [Receiving Money](https://documentation.opencollective.com/fiscal-hosts/receiving-money.md): This section offers tips and guidance on how to add money to your account or on behalf of your Collectives - [Bank Transfers](https://documentation.opencollective.com/fiscal-hosts/receiving-money/bank-transfers.md): With manual bank transfers, contributors can send money directly to a Fiscal Host's bank account without using a payment processor. - [Stripe](https://documentation.opencollective.com/fiscal-hosts/receiving-money/stripe.md): Use Stripe to receive payments via credit card, debit card, SEPA, ACH direct debit, Apple Pay and Google Pay. - [Adding Funds Manually](https://documentation.opencollective.com/fiscal-hosts/receiving-money/adding-funds-manually.md): Open Collective allows you to manually add funds to your budget to help account for money that comes into your Fiscal Host outside of our supported payment methods. - [Expected Funds](https://documentation.opencollective.com/fiscal-hosts/receiving-money/expected-funds.md): Sometimes you need to track a contribution before the money hits your bank account. Read on to learn how Open Collective enables you to manage expected funds. - [PayPal](https://documentation.opencollective.com/fiscal-hosts/receiving-money/paypal.md): Use PayPal to receive money for your collectives - [Expense Payment](https://documentation.opencollective.com/fiscal-hosts/expense-payment.md): This section includes information about paying expenses as a Fiscal Host on Open Collective - [Paying Expenses as a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-as-a-fiscal-host.md): As a Fiscal Host admin, you will need to approve your Collective’s expenses and ensure they include all necessary information before being paid - [Understanding Security Checks](https://documentation.opencollective.com/fiscal-hosts/expense-payment/understanding-security-checks.md): When an expense is submitted to Open Collective, we carry out automated checks to identify potential concerns. - [Asking for Information about Expenses](https://documentation.opencollective.com/fiscal-hosts/expense-payment/asking-for-information-about-expenses.md): When paying an expense on Open Collective, a Fiscal Host may require more context or information from an expense submitter. - [Paying Expenses with Wise](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-with-wise.md): Instructions on how to safely connect to Wise. - [Handling Payment Errors Through Wise](https://documentation.opencollective.com/fiscal-hosts/expense-payment/handling-payment-errors-through-wise.md): There may be times when an expense that is approved for payment on Open Collective encounters a problem with Wise. Here are some factors to consider. - [Paying Expenses with PayPal](https://documentation.opencollective.com/fiscal-hosts/expense-payment/paying-expenses-with-paypal.md): Use PayPal to send money for your collectives - [Chart of Accounts](https://documentation.opencollective.com/fiscal-hosts/chart-of-accounts.md): The Chart of Accounts feature is a tool to help organizations reconcile their Open Collective ledger with their off-platform accounting processes. - [People Tool](https://documentation.opencollective.com/fiscal-hosts/people-tool.md): The People tool is a fiscal host directory of individuals who interacted with your organization, with account details, KYC status, and financial history. - [Bank Account Synchronization](https://documentation.opencollective.com/fiscal-hosts/bank-account-synchronization.md): Streamline your financial management by connecting bank accounts directly to Open Collective. Automatically import, synchronize, and reconcile bank transactions with Platform activity. - [Virtual Cards](https://documentation.opencollective.com/fiscal-hosts/virtual-cards.md) - [Processing Refunds](https://documentation.opencollective.com/fiscal-hosts/processing-refunds.md): To ensure that the ledger remains accurate, Fiscal Host admins are able to process refunds through Open Collective. - [Platform Settlements](https://documentation.opencollective.com/fiscal-hosts/platform-settlements.md): Sometimes Fiscal Hosts need to pay Open Collective a share of tips and host fees. Read on to learn about how Open Collective handles the settlement process. - [Funds and Grants](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants.md): How Funds and Grants let you disburse money to other organizations and individuals on Open Collective. - [Understanding Funds](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/understanding-funds.md): Who Funds are for, why they exist, and how funding decisions get made. - [Funds](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/funds.md): Create, manage, and export data for the Funds hosted under your Organization. - [Grants](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/grants.md): Review, approve, and manage Grant requests submitted to your hosted Funds. - [Certified Member](https://documentation.opencollective.com/fiscal-hosts/certified-member.md): Certified Members are active members of our nonprofit and are deeply committed to the platform's values and responsible use. - [Know Your Customer (KYC)](https://documentation.opencollective.com/fiscal-hosts/know-your-customer-kyc.md): KYC (Know Your Customer) verification is a critical process that helps organizations ensure compliance with regulatory requirements. It involves verifying the identity and legal information of account - [Closing a Fiscal Host](https://documentation.opencollective.com/fiscal-hosts/closing-a-fiscal-host.md) - [Organizations](https://documentation.opencollective.com/organizations/organizations.md): If you want to use Open Collective's money management tools but don't want to be hosted, you can choose to be an Organization - [Creating an Organization](https://documentation.opencollective.com/organizations/creating-an-organization.md): You can start an organization on Open Collective, or migrate an existing Collective. - [Launching an Organization](https://documentation.opencollective.com/organizations/creating-an-organization/launching-an-organization.md): This guide will help you register your Organization on the Open Collective platform. - [Migrating from Fiscal Host to an Organization](https://documentation.opencollective.com/organizations/creating-an-organization/migrating-from-fiscal-host-to-an-organization.md): Discover how to move a Collective away from a Fiscal Host and turn it into an Organization - [Managing Organization Finances](https://documentation.opencollective.com/organizations/managing-organization-finances.md): Read on to learn how Open Collective empowers Organizations admins to manage incoming and outgoing funds. - [Private Organizations](https://documentation.opencollective.com/organizations/private-organizations.md): Private organizations are dashboard-only accounts for groups that need operational privacy while using Open Collective admin tools. - [Platform Subscription](https://documentation.opencollective.com/organizations/platform-subscription.md): How organization admins view and manage their Open Collective platform subscription plan and billing. - [(Deprecated) Independent Collectives](https://documentation.opencollective.com/independent-collectives/deprecated-independent-collectives.md) - [Contributing](https://documentation.opencollective.com/development/contributing.md): Open Collective is an open source project and we love to receive contributions from our community — you! - [API](https://documentation.opencollective.com/development/api.md) - [OAuth](https://documentation.opencollective.com/development/oauth.md): OAuth lets you create applications that can access Open Collective's API to read information and trigger changes on the platform. - [Personal Tokens](https://documentation.opencollective.com/development/personal-tokens.md) - [Translations](https://documentation.opencollective.com/development/translations.md): Procedure and documentation about how to contribute to the Open Collective translations - [About Open Collective](https://documentation.opencollective.com/our-organization/about-open-collective.md): Learn more about the Open Collective organization. - [Our Organization](https://documentation.opencollective.com/our-organization/our-organization.md): Find out more about the story of Open Collective and our values, and access our collection of press assets and media. - [About](https://documentation.opencollective.com/our-organization/about.md): Open Collective launched in 2015 because we believed that collectives and solidarity groups needed a different kind of support. - [Mission And Values](https://documentation.opencollective.com/our-organization/mission-and-values.md): At Open Collective, we believe that our mission and values are central to what we say, what we do, and how we engage with our community. - [Our Team](https://documentation.opencollective.com/our-organization/our-team.md): Learn more about the people behind the platform. - [Our Investors](https://documentation.opencollective.com/our-organization/our-investors.md): Open Collective’s investors help us build a company that works for our community, while maintaining the independence we need to evolve. - [Our Community Guidelines](https://documentation.opencollective.com/our-organization/our-community-guidelines.md): How we moderate the Open Collective platform and its communities. - [Press and Media](https://documentation.opencollective.com/our-organization/press-and-media.md) --- # Agent Instructions This documentation is published with GitBook. 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