Design Donation Form: Payments and Pledges
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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Under Payment setup, select the payment options for website users. |
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a.
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To allow website users to pay for multiple transactions at one time, select Use payment part. The Payment frame appears. In the Payment page field, select the web page to use to process donations. The Payment part on the selected page determines the payment methods and merchant account used to process donations. For information about the Payment part, see Payment. |
In the box, enter the text to appear on the payment page after a donation is added. To format the content’s appearance and layout, use the HTML editor. For more information about the HTML editor, see HTML Editor.
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b.
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To require website users to pay for donations one at a time, select Proceed directly to payment. Additional frames appear for you to select merchant account, payment type, and confirmation screen information. |
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2.
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In the Merchant account field, select the merchant account to use to process credit card transactions received through the donation form, such as your organization’s Blackbaud Merchant Services account. The system administrator sets up merchant accounts in Administration. For more information, see Merchant Accounts. |
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3.
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Select the payment types donors can use to contribute to your organization. |
Note: Donation forms that allow pledge payments must include credit card or direct debit as a payment method. For information about how to accept pledge payments, see Transaction Manager.
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4.
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Select options for the donation summary that appears after a user submits a donation. |
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a.
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To use the program’s default confirmation screen, select Use default confirmation screen. |
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b.
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To customize a confirmation screen, select Use custom confirmation screen. The HTML editor appears with the default confirmation screen. You can edit it as necessary. |
In the box, edit the content for the donation summary. To format the appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, see HTML Editor.
Tip: Customizations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Restore default content. The program’s default confirmation screen appears in the HTML editor for you to customize again.
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5.
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Under Pledge payment, select whether to display information about the next installment on the pledge payment donation form. |
When donors access their giving history information with the Transaction Manager part, certain pledges with an outstanding balance include a link to the selected Donation Form page. Donors can use this link to enter a pledge payment. For information about how to link a page that includes a Donation Form part to the Transaction Manager part so donors can pay outstanding pledges, see Transaction Manager.
Note: If your organization accepts electronic fund transfer (EFT) payments and the donor selects to pay a pledge in installments with a credit card or debit card at the time the pledge is created, the link to the donation form page does not appear. The link also does not appear if the pledge currently has a payment pending or if the pledge balance is zero.
Note: If a donor enters an amount greater than the installment amount due, the program automatically applies the overpayment to the next scheduled installment. If the a donor enters an amount greater than the total remaining pledge amount due, the program automatically creates a new gift with the overpayment.
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Select Show next installment due date for pledges to include information about the next scheduled installment. When you select this checkbox, a donor who selects to pay an outstanding pledge from the Transaction Manager can view the Current balance, Amount due, and Due date fields on the donation form. If you clear this checkbox, these fields do not appear. |
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In the Minimum pledge payment amount field, enter the minimum amount a donor can pay toward an outstanding pledge. Enter “0” or leave this field blank to allow donors to enter any amount. |