Payment Methods on Forms

Payment methods define which payment options are presented to donors on a form. You can offer different payment methods on different forms, and they can be shown or hidden based on scripting rules.

Selecting Payment Methods on a Form

Payment methods appear on the Payment tab of the form editor:

  • On single-page forms — the Payment tab is on the form’s left-hand navigation
  • On community forms — the Payment tab is under Donation Page
  • On catalogs — the Payment tab is under Check Out Form

Add, remove, and reorder payment methods using the standard table controls.

Payment Method Types

Payment Method Transaction Type Description
Credit Card Received Processed in real time through your merchant account
BillMe Pledge Donor commits to pay by invoice; no payment collected at pledge time
Cash In-Hand Received Staff-entry only; records an in-person cash payment
Check In-Hand Received Staff-entry only; records an in-person check payment
External Received Records a payment processed outside DonorPoint (wire, stock gift, etc.)
In-Kind Received Records a non-cash gift of goods or services
PayPal Received Processed through your connected PayPal account
Square Received Processed through your connected Square account
Payroll Deduction Pledge Employee pledges via payroll; used in workplace campaigns

Internal-Only Methods

Payment methods marked as Internal Only are not shown to donors on public forms. They are available only when staff enter a transaction manually through the admin application — useful for recording cash, check, or in-kind gifts without exposing those options to online donors.

Payment Method Scripting

Each payment method supports a scripting rule that controls when it is shown on the form. Use this to show or hide payment options based on donor selections, custom field values, or other form state. See Scripting.

Creating and Managing Payment Methods

Payment methods are configured as reusable account-level records. See Payment Methods for the full reference on creating, configuring, and managing payment processor credentials.