Objective

This article explains how to customize payment options in your forms to enhance the giving experience for your donors and registrants. By following these steps, you can ensure a smooth and flexible payment process.

💡 Why Customize Payment Options?

Customizing payment options allows your organization to provide a seamless and user-friendly experience for donors and registrants. It helps in accommodating various payment preferences, ensuring convenience, and fostering trust and transparency in financial transactions.

Payment Option Descriptions:

Enable Member Portal

Enabling the Member Portal allows givers or registrants to log into their accounts. If their payment information is saved, they won't need to re-enter it, and their new gift or payment will be reflected in their history.

• Check the box to enable Member Portal

Enable Partial Payments

Partial Payments let givers or registrants pay in increments rather than one lump sum. They will need to log in or create an account to draft from a saved payment method. Options include manual or automatic payments, with customizable amounts, start dates, and frequencies. Note: Member Portal must be enabled for Partial Payments.

• Ensure the Member Portal is enabled.
• Check the box to enable Partial Payments.
• Configure the payment increments, start date, and frequency.

Enable Recurring Payments

This feature allows givers to set up automatic scheduled gifts. You can set frequency options and a maximum number of payments. Givers will provide the amount, start date, and frequency of their gift. You can also set the form to default to a recurring gift instead of a one-time gift. Note: Member Portal must be enabled for Recurring Gifts.

• Ensure the Member Portal is enabled.
• Check the box to enable Recurring Payments.
• Set the frequency options and maximum number of payments.

Recurring Gift Prompt

Activating this feature prompts registered, one-time givers to make their gift recurring. You can customize the prompt message and its appearance frequency (after each gift, every three gifts, or every five gifts).

• Check the box to enable the Recurring Gift Prompt.
• Customize the prompt message and set the appearance frequency.

Apply Optional or Required Fee for Payment

Allowing givers or payers to offset administrative fees promotes financial transparency and good stewardship. You can make this fee payment a requirement or optional, and request a flat dollar amount or a percentage.

• Check the box to apply an optional or required fee.
• Specify the fee amount or percentage.

Allow User to Enter Their Envelope Number

If your organization uses envelope numbers to track donors and their donations, you can enable envelope numbers to be included with gift submissions.

• Check the box to allow users to enter their envelope number.

Enable Discount Code

Activate a discount code for volunteers or others who should not pay full price for event registration. Enter the code and set the discount amount (flat dollar or percentage). Share the discount code with those who need it.

• Check the box to enable discount codes.
• Enter the discount code and set the discount amount.

Accepted Payment Types

Your organization can accept various payment types, and you can set parameters based on individual forms. Options include Credit/Debit Cards, Debit Cards only, Apple Pay, Google Pay, PayPal, ACH (Bank Transfer), or Pay Later. For Pay Later options, provide a deadline and address for payment. Note that cash and check transactions won't be reflected in reports; managers need to track these manually.

• Select the payment types you want to accept (e.g., Credit Cards, Apple Pay, PayPal).
• For Pay Later options, provide a deadline and address for payment.

Total Amount Fund

Attach payment fields to specific funds. The Fund Dropdown Payment field allows givers to select the fund destination. A Total Amount Fund is required to publish a form.

• Select the Total Amount Fund from the dropdown menu.

Additional Resources

For more detailed instructions on creating and managing forms, visit our Forms Guide.

Have Questions or Need Help?

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