Payments and Fees

Articles

Apply Tax Based on Charity Rules
Note: Excludes Click to Donate, Votes, and Ticket Purchases. Charity Rules is a tax based on the lesser of Fair Market Value (FMV) or selling price, excluding donations. "Will not Tax" is the default. Set Tax Go to Admin view Vis...
Apply Tax Based on Selling Price
Note: Excludes Ticket Purchases Add a tax or surcharge either due to a state-mandated tax or to pass a fee on to supporters. GiveSmart defaults to 'Will Not Tax'. Set Tax Go to the Admin view. Visit the Payments Container from your...
Changing your Merchant Account Information
Once the Merchant Account is established, new campaigns are automatically linked. If any changes are need on the account (legal name, DBA, account signer and banking information) then please c omplete the correct form and send it to Support. Reach o...
Issue a Refund to a User
Org, campaign, and volunteer admins can issue refunds to users who purchased an item on the campaign that was returned post payment.   Visit Return an Order for a Users Account for the steps to return the item before issuing the refund. N...
Manage a User's Credit Card
We understand the importance of having a sense of security and confidence when it comes to managing your user’s credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or donate. Credit Card Req...
Manage Receipts and Tax Letters
Watch a video Download a PDF of all Users Receipts and Tax Letters From the Admin  Navigation , select Checkout & Payments > Statements & Receipts Select Generate Receipts with Tax Letter When PDF file is complet...
Manage User Statements
Users are automatically emailed a statement to the email attached to the account once they have paid in full an outstanding balance, but can also be emailed or downloaded after payment as well. Download statements Individual user statements or a p...
Pass Fees to Purchaser
When choosing to accept credit card payments, a fee per transaction is charged to the organization. Fees passed and paid by the purchaser are found in the Transaction section of the Revenue Report . The collected funds help to offset the fees ...
Statement and Receipt FAQs
What Is the difference between a statement and a receipt? Statement : A statement is generated for any user with activity. User activity includes ticket orders, instant or raffle item purchases, and auction winnings. Statements are automatically e...
Update a Pledge Payment
Pledged payments are considered outstanding balances and located in the unpaid section of the Outstanding Balances Report . When the payment is received, it can be updated, no longer reflecting as an outstanding balance, but as payment received ....
User Payment Method Options
Various payment methods are available in your campaign. Users can self-checkout with a credit card added to their account. Admins can assist with checkout and reflect payment methods of cash, check, other, or pledged. Payments can also be split betw...