How Online Payment Saves You Time

Compared to check or cash payments, online payment on Springly saves time at every step. In this article, we'll cover:

• Where do nonprofits lose time?
• Why does online payment save you time?
• Going further with campaign settings
• How do I customize the allocation of sales in accounting?
• How do I customize my tax receipts or invoices?
• How do I store more data about donors / members in my community?

Where do nonprofits lose time?

Our nonprofit users tell us: properly managing memberships, donations, and other activities is incredibly time-consuming.

Here's what the typical process looks like when someone joins a nonprofit as a member.

You and your fellow volunteers have to juggle all of this:

• Sending the membership form (by email or mail) ;
• Adding the person to the member / donor list (often with duplicate data entry across the different tools you use) and updating their profile ;
• Recording one or more payments from members ;
• Logging the membership in your accounting ;
• Tracking and reconciling payments ;
• Sending invoices.

Depending on the nonprofit, the list can go on even longer.

Why does online payment save you time?

With our Online Payment service, you give your community a simple, modern way to pay. But more than that, we automate many of the most time-consuming tasks for you.

Once you switch to online payment for all or part of your transactions, here's what your membership (or donation) process could look like:

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This lets you:

• Keep your database up to date, effortlessly:
  During the membership / donation / purchase process, contacts are prompted to update the information you need. All you have to do is review it ;
• Track your sales and payments in real time in the platform ;
• Collaborate with other volunteers without worrying about keeping the tool updated ;
• Stop manually entering every transaction into your accounting — we handle that automatically ;
• Send confirmations, invoices, and more instantly, without a trip to the post office or composing an email from scratch.

Activate online payment in under 15 minutes

Going further with campaign settings

Here are a few tips to take automation and customization even further across your membership, donation, and other activity workflows.

How do I customize the allocation of sales in accounting?

OUR TIPS

Springly lets you customize the accounting accounts where your sales are recorded. You can set this up when creating your campaign, and it will apply to all sales.

> How to customize your chart of accounts
> How to link sales to a specific accounting account

PRO TIPS

• Sales are recorded once a month, at the end of the month.
• You can view the invoice for that month's sales on the E-wallet page (in the top-left menu, click the gear icon > E-wallet).
• Your sales summary is broken down campaign by campaign.

How do I customize my tax receipts or invoices?

OUR TIPS

Springly lets you customize how your tax receipts and invoices are sent.

> How to configure your Donation Campaign
> How to configure your Membership Campaign

PRO TIPS

• You can configure this setting from the start — it will apply to the entire campaign.
• You can enable or disable this option per campaign, giving you a customized setup for each one.

How do I store more data about donors / members in my community?

OUR TIPS

Springly lets you customize a standard profile template within your community and choose the fields you need to effectively manage your nonprofit.

> Here's an article explaining how to do it

PRO TIPS

• In your campaign, you can select the fields that will be shown to the end-user.
• Don't ask for too much information. Keep the experience smooth — if the process feels too long, visitors may drop off before completing their purchase.

📘 Check out our complete guide to online payment on Springly.