Set up your account

setting up account;

Updated over a week ago

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)
The first thing that you need to do is to create or connect your Stripe account, to accept payments by credit card, Apple Pay, and Google Pay. For instructions on creating, setting up, and connecting your account, click here.

Accepting Paypal payments (5 min)
Next, you'll 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.

If your organization is from the U.S., U.K., and Australia, your email also serves as a tax-receipt, so be sure to include the relevant tax-language.

  • If you'd prefer that your tax-receipt be attached as a PDF, please contact us and we'll help you to set this up.

  • If your organization is from France, please contact us and we'll help you to set up your CERFA receipt.

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.

Donation forms, campaigns, and so much more
Once these are done, you can go ahead and create a donation form, create a fundraising campaign, or do anything that our platform enables.

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