Congratulations — you're about to take a giant leap forward in efficiency and modernization!
We're here to guide you through setting up online payments for your nonprofit every step of the way. Here's proof:
Your free, personalized training session
We offer a free 30-minute personalized online training session to walk you through setting up online payments. By the end of the session:
- your e-wallet will be created and undergoing verification,
- online payment will be enabled on a form of your choice,
- and you'll know how to send a Payment Link!
In short, you'll be ready to collect your first online payments! 🎉
This training is available on the Liberty, Serenity, and Professional plans.
It's designed primarily for presidents, treasurers, and those managing memberships, donations, and events. Up to 3 people can attend the online training together.
Book your training at a time that works for you 👉 THIS LINK.
Getting started with online payments in 3 simple steps
1. Open your e-wallet
This step takes literally less than two minutes.
From your platform, go to Payments > Activation, then click "Enable online payment". Follow the 3 guided steps and confirm.
Please note:
- Your choice between Tip and Payment Fees is not final — you can change it at any time from Settings > Online payment.
- If "Activation" doesn't appear in the "Payments" menu, it means you've already opened your e-wallet. You can access it from Payments > E-wallet.
- Once your e-wallet is created, you'll be prompted to verify it. While it's not required right away, it's best not to wait too long (learn more).
2. Enable online payment on your first form
Create a new form or edit an existing one to offer credit card payment.
To do this, go to step "4 - Payment and confirmation" on your form's configuration page and simply check "Credit card".
Make sure your form allows people to sign up on their own — otherwise they won't be able to pay online. To do this, at step "5 - Publication", select either "Via a link" or "Publish on website". Don't worry — this won't prevent Administrators from adding people manually.
Save, and you're done — your form now lets people sign up and pay online. Well done!
Don't forget to share the form link, which you can find in the "Distribution" tab.
3. Use the Payment Link
The Payment Link is the easiest way to collect online payments in just a few seconds — no more dealing with checks or cash.
Before you get started, run a test on yourself to see how the Payment Link works.
From Payments > Payment Link, click "Create a payment link". In the window that opens, search for yourself, enter an amount and a description, then click "Send the link".
You'll immediately receive an email with this information and a button to access the payment page:
Clicking the "Pay" button takes you to the secure payment page. This lets you experience exactly what your recipients will see when they receive a Payment Link.
And if you need any help getting started, don't hesitate to contact our Support team.
Talk soon!
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