Now that you're registered, there are a few things that you need to do to get your account set up. It should take you about 20 minutes.
Accepting credit card payments (5 min)
When a donation is made, it gets deposited directly into your bank account. We do this by processing the donation using your own Stripe or Paypal Payments Pro merchant accounts. To learn more about how payment processing works, and for more instructions on creating, setting up, and connecting your account, click here.
When you're ready to go, click here to connect your Stripe or Paypal Payments Pro account to our platform.
Accepting Paypal payments (5 min)
Next, connect your Paypal account so that you can receive donations by Paypal on our platform. All payments are deposited directly into your account.
Create your email confirmation (5 min)
When a donor makes a donation, they'll instantly receive a confirmation email. Our WYSIWYG editor makes it easy to customize this email with your logo and message, and to merge in placeholders like donor name and donation amount.
Note that you can create:
- Different email confirmations for different language donation forms (for example, a French email confirmation for donors who donate in your French-language donation form).
- Different email confirmations for different donation forms, campaigns, ticketed events, and projects.
Create your tax-receipt (Canada only) (5 min)
We automatically create a tax-receipt in your name, and attach it to the email that's sent to the donor. If you'd like to customize your receipt even further, contact us and we'll be glad to help.
If you're from Canada, we'll need a bit more information from you in order to create your CRA-recognized tax-receipt:
- Your logo
- Your authorized signature
- The receipt's first serial number (say, 100000)
Click here to start creating your CRA tax-receipt.