Process a Payment

Admins can create a payment from the dashboard when a payment needs to be processed or logged manually.

When To Use This

Use this workflow for staff-entered fundraiser payments, event payments, or offline payment records that should appear in CharityStack reporting.

Before You Start

• You need permission to process payments.
• Payment creation may be unavailable while your payment processor is still reviewing the account.
• Know whether the payment is for a fundraiser or an event.
• Use Event Payment when the supporter is purchasing tickets, even if the event payment amount is zero.

Steps

1. Open the Create menu.
2. Choose Payment.
3. Choose Fundraising Payment or Event Payment.
4. Select the form, contact, fund, ticket, or payment details required by the flow.
5. Review the payment summary.
6. Create the payment.

Notes

Fundraising Payment is for Fundraiser Forms. Event Payment is for Event Form tickets. Some flows can be used to log offline payments, depending on your organization's configuration.

When creating a staff-entered payment, review the contact, form, fund, ticket, amount, tax-deductible setting, payment method, and receipt expectations before submitting. For zero-dollar event registrations, confirm the ticket and attendee details are still correct even though no paid payment method is collected.

For online dashboard payments, the available payment methods depend on your organization's payment processor and account setup. Card and Bank may appear when they are available.

For offline payments, CharityStack asks for a payment date and time. Use the date and time the payment was actually collected outside CharityStack; future times are not allowed. Offline payments can also include fee coverage details when your organization needs to record them.

After creating the payment, use the Payments table or the related form drilldown to confirm the record appears as expected.

Related

• Offline payments
• Payment statuses
• Events and ticketing