Congratulations, you're about to make a giant leap in efficiency and modernization!
We're here to guide you through setting up online payment for your nonprofit. Here's what we offer:
Your personalized training session
We offer a 30-minute personalized online training session to help you set up online payment. By the end of the session:
- your e-wallet will be created and in the process of being verified,
- 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 session is primarily designed for presidents, treasurers, and those in charge of memberships, donations, and events. You can have up to 3 people join the online training together.
Book your training at a time that works for you via 👉 THIS LINK.
Get started with online payment in 3 simple steps
1. Open your e-wallet
This step literally takes 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 a Tip and Payment Fees is not final — you can change it at any time from Settings > Online payment.
- If "Activation" does not appear in the "Payments" menu, it means you have 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 doesn't have to be done right away, it's best not to wait too long (learn more).
2. Enable online payment on your first form
Create a form or edit an existing one to offer payment by card.
To do this, go to step "4 - Payment and confirmation" on your form's configuration page, and simply check "Payment Card".
Make sure your form allows people to register on their own, otherwise they won't be able to pay online. To do this, at step "5 - Publication", choose either "Via a link" or "Publication on the website". Don't worry, this won't prevent administrators from adding people manually.
Save, and you're all set: your form now allows people to register and pay online. Nicely done!
Don't forget to share the link to the form, available from the "Distribution" tab.
3. Use the Payment Link
The Payment Link is the easiest way to collect online payments in seconds. It saves you from dealing with checks and cash.
Before you get started, run a test with 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 see exactly what the experience looks like for the people who receive your Payment Links.
And if you need help getting started, feel free to watch our tutorial videos and contact our Support team.
Talk soon!
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