Design Payment
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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From the Design tab, under General, set an expiration date for payment pages. |
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To clear unpaid payment pages that website users have not modified, select Clear unpaid transactions and enter the number of days to wait before you clear the pages. |
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To keep all payment pages regardless of when last modified, select Never clear unpaid transactions. |
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Select when to display the payment form for users to enter payment information. |
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To display the payment form on the payment page, select Display the payment form immediately. |
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To display the payment form on a separate page, select Display the payment form after clicking ‘Checkout’. |
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You can determine if a donor receives a summary email to acknowledge one or more payments made with this Payment part or individual acknowledgement emails for each payment. |
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To send a summary acknowledgement email for donations, event registrations, and memberships a donor pays for with this Payment part, select Send summary acknowledgement email. |
Note: From a Donation, Event Registration, or Membership part, you can choose to always send the acknowledgement email defined for the part. If you add a Payment part with Send summary acknowledgement email selected to one of these parts, the donor receives the acknowledgement email you designed for the donation, event registration, or membership payment, as well as the summary acknowledgement email you defined for the Payment part.
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To send donors an acknowledgement email for each payment, select Send the acknowledgement email defined for Donations, Event Registrations, or Memberships that use this payment part. |
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Under Required Fields, select the checkbox for each donor field to make required on the payment page. To ensure you download complete constituent information, we recommend that you make all these fields required. |
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Under Payment Methods, select the payment methods to offer to website users. |
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Under Merchant Account, select the merchant account to use to process credit cards. For example, select your Blackbaud Merchant Services account. The system administrator sets up merchant accounts in Administration. For information, see Merchant Accounts. |
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Click Next. The Acknowledgement Email screen appears. |
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Create an acknowledgement email for website users who make a payment with this Payment part. You can use the default text provided or enter different text. For information about how to design an email acknowledgement, see Design an acknowledgement email for a transaction. |
Note: You must select Send summary acknowledgement email under General for donors to receive the summary email you create for the Payment part. For information about how to send both summary and individual acknowledgement emails, see Design an acknowledgement email for a transaction.
The summary acknowledgement email includes loop merge fields for donations, memberships, and event registrations. For information about how to use loop merge fields, see Event Registration Loop Merge Fields.
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Click Save. You return to Parts. |