In the first step, you finished setting up the Personalize section of the Donor Pages setup.
If you clicked Save & Next , you would have been taken to a page to setup your accounting and payment details.
Otherwise, from your Method:Donor dashboard, click Setup on your Donor Pages App and then click Accept Donations of the process.
The Accept Donations screen is comprised of two sections:
- Enabling Payment Processing
- Accounting Settings
Enabling Payment Processing
Choose whether or not you want to Experience this Donor Page without processing payments.
Method:Donor uses your payment gateway to securely accept credit card payments. In order for your donation to work, you must set up your payment gateway.
If you check Experience this Donor Page without processing payments, you disable payments, allowing you to test your page's functionality without processing a real payment. A reminder will appear on your public page if this is checked. This is a good way to test if your page is working as intended.
Clicking Donate on the public page with payments disabled still captures and saves the donor's contact information, creates activities and emails (see Automate thank you and receipt email and Set up internal notifications for details), and logs the donation. When you're satisfied, delete test donations from your Donations App, and ensure you enable payments by unchecking this box before you make the page public.
The account settings allows you to setup defaults for the
- Donation Item
- Donation Program
which we will cover below.
SET UP DEFAULTS FOR THE DONATION ITEM
A default donation item can be used so the donor does not have to choose one. The dropdown is populated by items set up in Donations App Preferences.
If you want your donor to choose from multiple items click the give the donor a choice checkbox indicated above. This opens more options:
Choose the additional item(s) you want available on the public page and click Add Item. All items in the grid will be available from the public donor page. You can also remove items from the grid by selecting them and clicking Remove Selected Item.
SET UP DEFAULTS FOR THE DONATION PROGRAM
A default donation program can be used so the donor does not have to choose one. The dropdown is populated by your QuickBooks classes.
Note: Classes are only available on QuickBooks Desktop, and two versions of QuickBooks Online: QuickBooks Online Plus and QuickBooks Online Advanced. If you have QBO EasyStart or QBO Essentials, the option to turn on Class Tracking will not be available.
If you want your donor to choose from multiple programs (e.g. 2019 Fundraiser vs. New Funding Initiative), click the checkbox indicated above. This opens more options:
Choose the additional program(s) you want available on the public page and click Add Program. You can also remove programs from the public page by selecting them and clicking Remove Selected Program.
Allowing users to choose between these options give them more control over where their donation is applied (e.g. to a particular fundraiser instead of the organization as a whole).