Accepted Payment Types

You have complete control over the types of payment (ACH, credit, debit) your organization accepts through your giving platform.

In your primary account settings, select your default payment types. Navigate to the Gear ⚙️ Icon in the top right corner of the manager portal and select the Settings card to choose default settings.

Screenshot 2024-06-28 at 2.51.44 PM.png


You also have control over accepted payment types on a per form basis.


Manage Accepted Payment Types per Form 

1. Navigate to your manager dashboard. Click on Forms tab in the menu on the left side of your screen.


2. Select a form to edit. (Or, create a new form!)


3. Click Form Properties in the bottom left corner.


4. Navigate to the Payment tab of the Form Properties window.


5. Click Accepted Payment Types and select your preferences.

6. Click OK.


7. Click Save, then Save & Publish to make your changes live!


Was this article helpful?

0 out of 2 found this helpful

Have more questions? Submit a request