With Connection Card Pro’s included online giving, all donations and payments given through Connection Card Pro are automatically recorded in your ledger, saving you time and work!
Your giving settings allow you to determine which options you would like to offer or allow to your donors and for online payments such as Event Registrations.
Connection Card Pro will become your payments provider. Your organization name will appear on your donors’ and customers’ bank statements.
Prerequisites:
1) Set up your Payment processing account 1st at Account > Giving Setup.
2) Set up your Chart of Accounts at Accounting > Financial Settings > Chart of Accounts.
Once your Payment Processing Account has been verified and approved (approximately 1-2 business days), and you have your Chart of Accounts set up, you can now go back to:
From the left menu: Account > Giving Setup
You will now see your Account Setup Checklist showing what steps have been completed. If you see a Red X by Default Settings Setup that is below that means you have not set those up yet.
Set up your Default Settings on this page. These need to be set up to accept donations/payments. For your Default Expense Account we recommend choosing your Bank Fees account, as all expenses incurred for online giving will be bank fees.
In the upper right you will see your Primary Giving Link. Use this link in your emails or website to enable donors a way to get to your online giving.
You will also see your Widget here in the upper right box. Use this widget to embed into your website.
Payment and Donation Settings:
Enable or disable the options here you want to be available to your donors.
Set up your financial and chart of account settings here for online donations. Whenever a gift is given through any of your giving links, a transaction is automatically created in your ledgers. These settings allow you to choose how and where those transactions are created. The "Use Account Receivables for Donations and Payments" option when enabled will cause all of the donations that you receive to be recorded first in your Accounts Receivable or the selected Accounts Receivable account, and then once the payout is transferred from Connection Card Pro to your bank account, a transaction will be automatically created moving that money from your Accounts Receivable to your Register account. We recommend using Accounts Receivable for donation payments option as it will make it much easier to reconcile your bank account statements with your Connection Card Pro ledgers. You can also choose which Accounts Receivable account from your drop down menu you want to use for this option.
Depending on which payment partner you are using with Connection Card Pro, you may also see an option for Record Estimated Fees daily in Accounts Payable. If you see this option, that means that the payment partner that you are using does not deduct processing fees until the end of the month. Because of that, we have given you the option to allow Connection Card Pro to automatically estimate those fees on a daily basis and record that estimation in your Accounts Payable account. This will help you to at least have an idea of how much you will be paying in processing fees at the end of the month.
Then choose your Default Register, your Default Fund, Default Income Account and Default Expense Account. These are the default accounts that any giving through your generic giving link or any other giving link that are not set up to another account are going to be recorded in. This is why it is highly recommended that you set up your Chart of Accounts first before setting up these options as you will choose the accounts that you created in your Chart of Accounts for these options.
Below this you can choose which email address any donation confirmations that are sent to the donor will come from.
Donation payment notifications allow you to choose which admin users within your account should receive an email notification whenever a new donation is received.
Donor Information Collected – here is where you can select what information you would like to collect for each donation. Donor name and email address are always collected by default. Check if you also would like to collect their cell, mailing address, and/or a billing address whenever someone gives a donation.
Note: Giving transactions will be batched and then transferred to your bank account. Through FortisPay, batches are automatically closed at the end of each day and transferred to your bank account in the next 1-2 business days. For Stripe, batches are usually sent once a week.
You can set up more Giving Designations and Links by going to Accounting > Financial Settings > Designations & Unique Links. See our help doc for giving designations and links here.
If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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