Payment Methods
Payment methods define the payment options available in DonorPoint — both for donor-facing forms and for staff-entered transactions. This page covers configuring and managing payment methods as account-level records.
Payment Method Types
| Type | Transaction Created | Description |
|---|---|---|
| Credit Card | Received | Real-time processing via merchant account |
| ACH / Bank Debit | Received | Real-time bank debit via merchant account |
| BillMe | Pledge | Deferred payment; invoice sent to donor |
| Payroll Deduction | Pledge | Employee pledge via payroll; no payment collected at pledge time |
| Cash In-Hand | Received | Staff-only; records in-person cash |
| Check In-Hand | Received | Staff-only; records in-person check |
| External | Received | Records payment processed outside DonorPoint |
| In-Kind | Received | Non-cash gift of goods or services |
| PayPal | Received | External PayPal processing |
| Square | Received | External Square processing |
Creating a Payment Method
- Navigate to Integration → Payment Methods
- Click Create and select the type
- Enter the Name shown to donors on forms and in reports
- For credit card and ACH: enter merchant account credentials
- Set Prompt Text and Confirmation Text
- Configure Fee Profile if applicable
- Save
Fee Profiles
A Fee Profile defines the transaction fee structure for a payment method. Fees can be passed on to donors (shown as an optional or mandatory add-on on the form) or absorbed by the organisation. Fee profile settings:
- Processing fee rate (percentage)
- Fixed per-transaction fee
- Whether the fee is mandatory or optional for the donor
Integration Codes on Payment Methods
Hidden fields on payment methods for:
- GL account codes for payment method revenue categories
- External system payment type identifiers
- Configuration values used in scripts
Access in scripts: paymentMethod.get('FieldName').value
Scripting on Payment Methods
Payment methods support a selection script that fires when a donor selects this payment method on the form. Use it to show/hide fields, update amounts, or enforce business rules based on payment selection.