Pay Implementation Guide - Admin Setup & Donor Experience
Manager Enablement
We’re excited to announce the ability to capture Paypal donations and payments on all Giving and Payment forms. For your convenience, PayPal has been enabled on your account, and added to all your existing Giving and Payment forms.
If you would prefer to only capture PayPal payments on specific forms, you can disable this payment option on individual forms by visiting the form’s Properties > Payment Tab > Accepted Payment Types and uncheck the box for PayPal.
Donor Experience
Donors will have the ability to give using PayPal from a Giving Form from a desktop computer or a mobile device. Since PayPal is a mobile application, the experience on each device will vary slightly.
Donating with PayPal from an iOS Apple Mobile Device & from an Android device (cell phone, personal tablet, etc.)
The donor will access the giving form and complete the fields as normal, select the PayPal payment method icon, enter their Name and Email address, click the PayPal button at the bottom of the form.
The donor will be redirected to login to their PayPal account to complete their gift.
The donor will need to follow Verification Steps.
After clicking Agree & pay Now, the donor will be redirected back to the form in their browser, and a Thank You message will appear.
Note: the screenshots display an IOS Device, however the donor will have the same experience regardless of the browser or mobile device type used.
Donating with PayPal from a computer
The donor will access your giving form and complete the fields as normal and select the PayPal button as their payment type.
After entering their Full Name and Email address, they will click the PayPal button at the bottom of the form.
The donor will receive a pop up screen within the the window, asking for PayPal login information.
Once the donor logs into their PayPal Account, the donor will be asked to confirm the donation payment by clicking on Agree & pay Now.
Finally, the Thank You screen will appear on the computer where the donation was initiated.
Reporting
Transaction/Donations/Gifts Payments Report: PayPal donations and payments will appear in the Transactions/Gifts Report as usual but will be indicated by a PayPal icon in the Source column.
Deposit Report: PayPal transactions are processed through the PayPal processor. When looking for deposits for PayPal and Venmo gifts, you’ll want to select your PayPal depository bank account from the Dropdown Menu.
FAQ
Q. Why should I use PayPal on our giving form if I already have a personal PayPal account for my ministry/church?
A. The main reasons you should enable Venmo and all digital wallets on your giving forms are convenience, Security, No cost, and IRS compliance. See details below.
- Convenience
- PayPal is one of the most popular digital wallets, with over 400 million active users worldwide.
- A Digital Wallet option such as PayPal requires only login credentials that users likely already have saved in their browser, allowing them to process the payment instantly and securely. No excessive typing, they simply tap the pre-saved card they want to use, and their gift is processed immediately.
- Security
- Digital Wallet platforms offer advanced security features, ensuring safe and secure transactions. Donors seeing these options within your giving form also builds security confidence through the brand recognition that these digital wallets possess.
- Known for its robust security features, PayPal offers a trusted and secure way for donors to give.
- No Additional Cost
- Adding PayPal as a payment option comes at no extra cost to you!
- Compliance with IRS Regulations
- Using a personal person-to-person digital wallet account, such as Venmo, PayPal, Apple Pay, Google Pay etc., to collect donations can lead to serious financial and legal complications. When enabled through your Giving Form, a business account is used, which ensures compliance with IRS regulations, including proper tracking of donations for tax purposes. Digital wallet Business Accounts are designed for transparency and help ensure that your organization’s finances are in order.
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