Add a Payment: Overview

The Manual Payments feature allows you to process credit cards right through your dashboard, as well as record payments collected offline (via checks, cash, and 3rd party payment processors). This feature was designed to be easy to use on mobile devices, so you can easily process payments at events & galas through your smart phone or tablet. With its flexible interface, you can add as much or as little information to the payment record as you need.


How to Add A Payment

First, click the yellow "Add a Payment" button and decide whether you want to process a credit or debit card payment through the Flipcause Payment Gateway, or add a payment record for a contribution received offline or through another 3rd party processor. 

Option One: Credit Card Payments through the Flipcause Payment Gateway

1. Enter Payment Information: Enter your payment/donation amount and frequency. Here, you can also decide whether the supporter will cover the processing fee and if the initial recurring payment will take place immediately or on a date in the future. 

Note: The standard processing fee for Manual Payments is 3.5% flat, which includes the credit card fee for all major brands and international cards. Manual Payments are not included in the Guaranteed Effective Rate.

1a. Proceed to Checkout or Add More Information: After you've entered the payment information, you have two choices: Proceed to Checkout or Add More Information. "Proceed to Checkout" is a quick pay option that enables you to easily process a payment on the fly or at an event, without entering too many additional details. When you use the quick "Proceed to Checkout" option, the transaction will initially be processed with the following information:

  • Anonymous Name and Email
  • No Campaign Association
  • Not Tax Deductible
  • Default Receipt Message

Please Note: After completing the transaction, you will still have the option to add more information to the transaction record as well as send a receipt. The following fields may be added:

  • Name
  • Email Address
  • Tax Deductible Percentage


2. Add More Information (Optional): If you'd like to add more information to the transaction record and receipt, click the "Add More Information" button after entering your payment information. All of the fields in this section are optional.

The information that you may add in this section includes:

  • Campaign Association
  • Peer-to-Peer referrals
  • Personal Information
  • Tribute Donations
  • Custom Fields
  • Payment Title & Description (Giving Levels)
  • Tax Percentages
  • Discounts (by Percentage or Dollar Amount)
  • Custom Receipt Message
  • Tax Deductible Disclaimer and Settings

Advanced Receipt Settings: If you'd like to change default information to be displayed on your receipts, click "Show Advanced Receipt Settings" link under "Additional Information" > "Receipt Info". Here, you can change the logo, organization name, address, and phone number that will be displayed on your receipt. You can also change the Payment descriptor in this section (to read "Donation", "Sponsorship", etc).

3. Checkout: Review your transaction details, and enter credit or debit card information, then click the "Finish" button.

4. Confirm Record and Send Receipt (Optional): As mentioned above, you can change or add information to your payment after the transaction has been completed. The confirmation screen will display the name, email, and tax deductible status of your transaction. If you have not added Additional Information, these fields will display as "Anonymous" and "Not tax deductible". Make any necessary changes to these fields, and then decide whether or not you'd like to send a receipt to your supporter. Click "Confirm and Finish" to send the receipt and add the fields to your reporting. 

5. Reporting Details: Payments are recorded in your reports with the Transaction Source listed as "Manual Payment - Flipcause Gateway". All payment transaction totals (Net Received) are added to your Available Flipcause Account Balance.


Option Two: Record an Offline Contribution

1. Enter Payment Information for your Offline Payment: Enter the amount that you received in cash, check, or via a 3rd party payment processor such as Paypal. Select a payment source and payment date (past and future dates are accepted).  Add optional details such as check number and whether you paid a processing fee (for recording other 3rd party processors).

Note: There is NO processing fee to record Offline Payments. Offline Payment amounts are included in your Total Transaction Amounts and recorded in the "Net Received (Offline)" field, but are not added to your Available Balance.

1a. Proceed to Checkout or Add More Information: After you've entered the payment information, you have two choices: Proceed to Checkout or Add More Information. "Proceed to Checkout" is a quick pay option that enables you to easily process a payment on the fly or at an event, without entering too many additional details. When you use the quick "Proceed to Checkout" option, the transaction will initially be processed with the following information:

  • Anonymous Name and Email
  • No Campaign Association
  • Not Tax Deductible
  • Default Receipt Message

Please Note: After completing the transaction, you will still have the option to add more information to the transaction record as well as send a receipt. The following fields may be added:

  • Name
  • Email Address
  • Tax Deductible Percentage


2. Add More Information (Optional): If you'd like to add more information to the transaction record and receipt, click the "Add More Information" button after entering your payment information. All of the fields in this section are optional.

The information that you may add in this section includes:

  • Campaign Association
  • Peer-to-Peer referrals
  • Personal Information
  • Tribute Donations
  • Custom Fields
  • Payment Title & Description (Giving Levels)
  • Tax Percentages
  • Discounts (by Percentage or Dollar Amount)
  • Custom Receipt Message
  • Tax Deductible Disclaimer and Settings

Advanced Receipt Settings: If you'd like to change default information to be displayed on your receipts, click "Show Advanced Receipt Settings" link under "Additional Information" > "Receipt Info". Here, you can change the logo, organization name, address, and phone number that will be displayed on your receipt. You can also change the Payment descriptor in this section (to read "Donation", "Sponsorship", etc).

3. Checkout: Review your transaction details, then click the "Finish" button.

4. Confirm Record and Send Receipt (Optional): As mentioned above, you can change or add information to your payment after the transaction has been completed. The confirmation screen will display the name, email, and tax deductible status of your transaction. If you have not added Additional Information, these fields will display as "Anonymous" and "Not tax deductible". Make any necessary changes to these fields, and then decide whether or not you'd like to send a receipt to your supporter. Click "Confirm and Finish" to send the receipt and add the fields to your reporting. 

5. Reporting Details: Payments are recorded in your reports with the Transaction Source listed as "Manual Payment - Offline Payment".