Within Donorfy you can add as many types of payment that your organisation used to collect payments from your supporters.
Donorfy comes with some preset Payment Methods and there are some default Payment Methods for automated processes.
Pre-configured Payment Methods
CAF Card.
CAF Cheque.
CAF Voucher.
Card Donation.
Cash.
Cheque
Direct Debit - other.
Direct Debit Donation.
Direct Debit via GoCardless.
Facebook Birthday Fundraiser.
Facebook Generic Fundraiser.
Facebook Page Donate Button.
Facebook Post Donate Button.
Gift Aid Payment.
Instagram Feed Fundraiser.
JustGiving.
Misc.
Payment Card via Stripe.
PayPal.
PayPal Donation.
Standing Order.
Virgin Money Giving.
Virgin Money Giving - Recurring.
Default Payment methods
Payment Card: is used within the Campaign Donation Pages and Stripe RPI process.
Direct Debit: is used within the GoCardless Direct Debit process.
Payment Methods can also be used to determine whether a transaction made is eligible for consideration for Gift Aid, and whether it is a recurring gift.
To add a Payment Method
Navigate to Settings, click Configuration.
Select Payment Methods.
Click on the plus icon to the right of the screen.
Fill the description for the Payment Method you want to add.
Ensure it is set to Active.
Add the additional detail as required:
Potential Gift Aid-able - Setting this allows the associated transaction to be passed to the Gift Aid claim process as long as other eligibility criteria are fulfilled - see: How is a Gift Aid Claim compiled? Transaction eligibility explained.
Add an Accounts Interface Code (if required) - this will be exported as part of the Accounts Download process.
If it is being used as a Recurring Gift - for more detail see: Flagging Donations as Recurring Gifts.
Click Save Changes.
The Payment will then be available when adding a Transaction to your Donorfy. The field selection for the Payment Method is within the Transaction Payment section:
Reporting on Payment Methods in Transaction Lists
Payment Methods can be used within a Lists Filter options and added as a field In your List.
To add the data field:
Click on the data field selector icon.
Type Payment Method into the search field,the options will then be displayed.
Donorfy Academy
The Donorfy Academy features a learning course for Financial Settings - enrol here.