Setting up Finances

Watch the setup tutorial below:

Integrating Payment Gateways

1. First, select the currency you will be accepting.
   
   

2. Next, in the drop down menu, select the Payment Gateway.
   *Note: These payment gateways are all credit card processors. For enabling our integrated Voucher Companies, please see below.
   
   

3. After entering the relevant details, SAVE. (Different Payment Gateways have different identification numbers and verification codes. You can find the necessary keys in the corresponding Knowledge Base Articles for each gateway).
   
   

4. Once the gateway is saved and the page is refreshed, you can now edit the Financial Settings and/or add additional currencies (and gateways).
   
   

5. Settings you can enable (depending on the Gateway) include:

1. Monthly/Recurring Donations

2. Google Pay

3. Apple Pay 

4. Tipping
   
   

6. The TIPPING feature gives donors the option to help cover overhead of the campaign. (The text is customizable and many clients prefer to call this feature “Processing Fees”).

1. Once tipping is enabled, you can customize the pre-selected percentage options (Example: 0,3,5,8 will show up on the checkout page as a drop down menu with the options: None/No Tipping, 3%, 5%, or 8%). 

2. You can also select the default percentage.
   *Note: “0%” defaults the checkbox to be unselected.

7. Editing your receipts:
   

1. Click the blue "Receipt" button
   

2. Add your organization information to the Regular Donation and Offine Donation 
   *Note: each currency has its own receipt! 

3. Watch the setup tutorial below:
   
   
   

8. SAVE!
   

Integrating Voucher Companies 

1. Below the Gateway set-up is the “Voucher Companies” section. To enable them, click the voucher company you work with and select the checkbox labeled “Enable”.
   
   

2. Next, input the necessary ID and
   
   

3. SAVE!

Enabling Notifications

1. On the Finance tab, you will see an orange button under “Payment Options” to the far right corner called “Donation Notifications”.
   
   

2. Select the button, and a pop-up will appear
   
   

3. To turn on notifications for donations that come through on a particular page, select the “Enable Notifications” Toggle.
   
   

4. Once the pop-up is active, you can enter the email(s) you would like to be notified as well as the text and merge tag information that appears in the notifications.

5. SAVE!