Donations
Overview
More and more people conduct their financial business online. Automated bill pay, electronic fund transfers, and credit card billing are commonplace now.
The CMS allows you to accept online contributions through the Donations module. Donations can either be a single time donation, or can be recurring. A recurring donation will be charged automatically each month. This is an easy way for someone to give regularly without having to write a check each month.
In order to use recurring billing, the following requirements must be met:
- You must, as an organization, have a merchant account. This is an account with a company that handles the credit card or debit card processing, and transfers the money to the linked bank account. Currently, the CMS supports PayPal, PayPal Pro, and Authorize.net. For recurring payments, PayPal Pro and Authorize.net are supported.
- The Donations module must be enabled. Contact your reseller for additional information if it is not enabled on your account.
- Your site must be configured to display the donations form. View Donations Howto for more information.
Once these steps are completed, your organization can begin accepting online credit card donations.
Setup Screen
Security
The frame used to accept the donation information is securely transmitted using a HTTPS connection. Even if your site only supports unencrypted HTTP, you can accept secure donations from visitors through our SSL backend. The credit card numbers are protected in transit using industry standard encryption.
Administration
Review Customer Donations: See customer detail and transaction history.
Categories: Add or Edit donation categories
List View
Note: Donation History cannot be deleted.
- Find: Begin typing the name of the content you would like to find and the system will perform a search. NOTE: Do not click the enter key as you type. This will remove the Search terms.
- Sort Function: When scrolling over the top of the list, the Heading turns dark and an Arrow appears next to the Heading. Once you see the Arrow, simply click the Heading to Sort the List in alpha-numeric order. Click again for a reverse order of the list.
- Edit Selected: To change the Publish Status or to Delete selected items, click the check boxes to the left of each item. When the boxes are checked, the "Edit Selected" button will turn on next to the Add button. Click "Edit Selected" to change Status or Delete.
- Edit Content: To edit your content, click the underlined words that are in a different color. When scrolling over the words, a pencil icon will appear and the row will change to a light orange.
- Securely export this report: produces a CSV report of the current view. If you copy this text to a blank text document and then save it with the extension .CSV you can import it into excel or other spreadsheet programs.
- Filters: Filter the list by date of donation or checkout status.
Review Customer Donations
Nothing can be edited on this page but it will give you information about the customer as well as a report of all donations.