How does online payment save you time?

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

• Where do nonprofits lose time?
• Why online payment saves you time
• Going further with form 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 on donors and members in my community?

Where do nonprofits lose time?

Nonprofits tell us all the time: properly managing membership fees, donations, and other activities is incredibly time-consuming.

Here's what the typical process looks like when someone pays a membership fee.

You and your fellow volunteers have to:

• Send the membership form (by email or by mail);
• Add the person to the member / donor list (with potential double data entry across the different tools you use) and update their record;
• Record the payment(s) from members;
• Enter the membership fee in your accounting;
• Track and point payments;
• Send invoices.

Depending on your nonprofit, the list can go on.

Why online payment saves you time

By using our Online Payment service, you can offer your community a simple, modern way to pay. And on top of that, we automate many time-consuming tasks.

With online payment handling all or part of your transactions, here's what your membership (or donation) journey could look like:

This lets you:

• Keep your database up to date, effortlessly:
  During their membership / donation / purchase journey, 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 tool;
• Work collaboratively with other volunteers without worrying about keeping the tool updated;
• Skip the headache of manually entering all these transactions into your bookkeeping. We handle it automatically for you;
• Send confirmations, invoices, and more instantly, without a trip to the post office or typing out an email.

Activate online payment in under 15 minutes

Take your form settings further

Here are some tips for going further with automation and customization across your membership, donation, and other activity journeys.

How do I customize the allocation of sales in my bookkeeping?

OUR TIPS

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

> Here's an article on customizing your chart of accounts
> Here's an article on linking sales to a specific account

Replace 'https://help.assoconnect.poplico.com/hc/fr/articles/' with 'https://help.assoconnect.com/hc/fr/articles/' in both links

• Sales are counted 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, by clicking the gear icon > e-wallet)
• Your sales summary is broken down form by form.

How do I customize my tax receipts or invoices?

OUR TIPS

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

> Here is an article on setting up a donation form
> Here is an article on setting up a membership form

TIPS & TRICKS

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

How do I store more data about donors and members in my Community?

OUR TIPS

Springly lets you customize a standard profile template within your Community and choose the fields that are relevant to managing your nonprofit effectively.

> Here is an article that walks you through the process

TIPS & TRICKS

• In your form, you can select the fields that will be shown to the user.
• Don't ask for too much information. Avoid making the experience cumbersome for your visitors — they may abandon the process before completing their purchase.

📘 Discover our complete guide to online payments on Springly.