Manual Payments & Offline Contributions

The Manual Payments section of your Flipcause Dashboard is where you can manually process a credit or debit card payment through Flipcause or log a payment to Flipcause that you received offline - such as cash, check, PayPal, or anything else.

Whether processing a payment using the Flipcause Gateway or logging a payment that took elsewhere, you can attribute these payments to a campaign, to a peer fundraiser, and to a contact.

Depending on how easy and quick or how thorough and organized you'd like to log or process payments, you have two different flows available:

Use the Quick Payment option to quickly process or a donation with minimal information required - in this flow, you don't have to list a contact name or attribute it to a campaign. Using this option will not allow you to apply the payment to any existing options within your campaign, such as against item inventory or ticket options. This will create a "donation" type activity only, and cannot be used to create offline registrations or any other kind of activity.

Use the Campaign Transaction to record or process offline activity that is directly tied to existing options within a campaign, including registering people for your event, signing up volunteers, or item purchases that reduce quantity available on a campaign. This will allow you to create all activity types, not just donations. This will also require you to log this to an existing campaign and to existing options within that campaign.

Manually Add a Transaction to a Campaign

Typically, your supporters engage with your campaigns directly, which creates and records activities and transactions in your Flipcause account. In some cases, however, you will want to be able to process (or log) those transactions manually on behalf of your supporters. Some common examples include:

  • Someone paid for tickets to your event with cash or check and you want to register them to your campaign, log that a payment was received, make sure they show up on your event reporting (guest list), as well as reduce the available amount of tickets across the event.
  • You've received a sponsorship in the form of cash or check that you want to record and attribute to the right person and campaign, as well as indicate that that particular sponsorship package was purchased.
  • You'd like to process someone's credit card payment against existing payment options or items in your store and log the charges against the existing options, shipping costs, sales taxes, etc.

To manually register someone to your event, sign someone up to volunteer, log a purchase of an item or a contribution, or record a sponsorship, you can Add a Campaign Transaction.

You'll be able to process the transaction on Flipcause (charge their credit card manually), or log an offline transaction to Flipcause (such as register someone using a cash or check payment).

You'll also be able to attribute this payment to a contact in your contact database as well as to a peer fundraiser, if applicable.

Watch the video overview or read the step-by-step walk-through below:


Manually Add a Campaign Transaction

Go to Manual Payments > Campaign Transaction 

  1. Choose the Campaign this will be applied to.
    This is required, as it will populate the next steps with the options that are relevant to this campaign. (To add a Quick Payment in any amount without attributing to any campaign, use the Quick Payment option instead).
    If applicable, you can select a peer fundraiser to also apply this payment to (or keep it at "Organization" to keep it general to your overall campaign).
  2. Optional: Choose a Contact from your contact database to attribute this payment to.
    - Choosing an existing contact profile will pre-fill the the upcoming prompts with existing information on file, such as contact information, custom questions, and even an existing payment method (credit card on file). Of course, you can adjust it during the transaction if needed.
    - Not choosing an existing contact profile will put the Flipcause matching algorithm into effect, and the new transaction will either be automatically logged to a matching contact or a new contact profile will be created if a match is not found.
  3. Choose Campaign Options: the engagement tool, the related options, and then Add To Cart.
    To log a payment for multiple engagements and options at once, repeat this step with the existing campaign options until you've added all of the needed options to your cart.
    As you add items, the cart on the left-hand side will display a list of all options that have been added, and you can remove or edit the quantities from there.


  4. Once all of the desired options have been selected, Continue to Checkout. A reference for the contents of your cart will remain at the top of your page, which you can expand and adjust.


  5. Enter the supporter details and Continue
    - If there is a contact profile chosen, this information will pre-fill with the relevant information that already exists on the contact record to save you time.
    - You can still change the information that is pre-filled here. This will not override existing information on the contact profile.
    - To give you, as the admin, full flexibility - all fields here are optional, regardless of whether they are required on the campaign for the supporter.  If you do not fill them in, however, you will not be able to edit this information on this transaction later. 


  6. Enter Additional Order Information and Continue
    - If there are any custom questions or waivers on your campaign or on the chosen engagement tools, these will appear on the Additional Order Information step.
    - The fields here are also optional for you, regardless of whether or not they are required for supporters. If you do not fill them in, however, you will not be able to edit this information on this transaction later. 


  7. Review and Process the Transaction:
    a. Payment Method: choose whether to process this payment to their card using Flipcause, or to log a cash/check/third party offline payment

    b. Transaction Options is where you have the options to apply a coupon code (must be valid for that campaign), indicate processing fee settings, list this transaction as anonymous on the public feed, and opt them into your mailing list:

    If logging an offline method such as a check, you'll have additional options to add a trace number and a date for when the payment was processed. You'll also have an option to email an automated receipt / thank you from Flipcause, even if this payment didn't get processed on Flipcause!

    c. Review and Finish Transaction
    Please be sure to carefully review all information listed before finishing the transaction, because this information cannot be edited once submitted.
    - For offline/cash/check/third party payments you are logging, please note the dollar amount for the transaction that will be logged will be the amount which is reflected in your cart total. If the payment you received does not match the shown total, you can adjust the campaign options, the information entered, or log the payment as two separate payments to ensure accurate record keeping.
    - For card payments you are processing, enter the credit card details and click Finish Transaction to process.


Quick Payment: Overview

The Quick Payment 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 Quick Payment

Click the Manual Payments button and decide whether you want to process a credit/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%, which includes the credit card fee for all major brands and international cards. Manual Payments are not included in the Guaranteed Effective Rate.

2a. Proceed To Checkout: After you've entered the payment information click "Add More Information". Next you can click "Proceed to Checkout" at the bottom of the form. If you do not enter any additional details, 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


2b. 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:

  • Contact Record Assignment
    • Click Add Contact Assignment to lookup contacts in your database.
    •  A popup window will open where you can search by Name or Business/Organization. Enter this information and hit Search, then locate the desired Contact Profile in the results and click Select
    • Note: These steps will associate a payment with an existing Contact ID. Alternatively, you can also manually add payments from within contact profiles
  • Campaign Information & Peer-to-Peer Referrals
    • Use the dropdown menus to select a campaign association. For Peer-to-Peer campaigns, you can also use the Referred by dropdown list to associate the contribution with an individual fundraiser.


  • 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.

2a. Proceed To Checkout: After you've entered the payment information click "Add More Information". Next you can click "Proceed to Checkout" at the bottom of the form. If you do not enter any additional details, 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

2b. 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". (These transactions will NOT show up in your merchant account reporting, since they were not processed on your Flipcause merchant account.)

Log a Cash Quick Payment

To log a cash payment into Flipcause using Quick Payment, take the following steps: 

  1. Enter the Cash Payment Information 
  2. Assign the payment to a contact and campaign 
  3. Add any additional Information 
  4. Confirm information 
  5. Optional: Send Email Receipt 

See below for detailed step-by-step directions for each of the steps above. 

Enter the Cash Payment Information 

  • Go to Manual Payment > Quick Payment
  • Click the button: "Add a payment record from another payment method (cash, check, 3rd party service)"
  •  Enter Payment Information 
    • Enter the amount that you received in cash 
    • Toggle "Did you pay a processing fee?" to No
    • Payment Method: Cash 
    • Enter payment date (past and future dates are accepted) 

Note: There is NO processing fee to record Offline Payments. When logging offline payments to Flipcause, they are added into your activity and transaction reporting for performance tracking, but will not show up in your Merchant Account area since these payments were not processed with your Flipcause merchant account / gateway"


Assign the Cash Payment to a Contact and Campaign 

In order to ensure your cash payment is associated to a campaign and contact you will want to add more information. 

Contact Assignment: 

  • Click +Add More Information
  • If your supporter already exists in your database, you can lookup their contact and their personal information will pre-populate in the Personal Information section from their contact record 
  • Click Add Contact Assignment to lookup contacts in your database:
  •  A popup window will open where you can search by Name or Business/Organization. Enter this information and hit Search, then locate the desired Contact Profile in the results and click Select 
  • Note: These steps will associate a payment with an existing Contact ID. Alternatively, you can also manually add payments from within contact profiles
  • If your supporter is not already in your database, you can put their information into the Personal Information section and a new contact record will be created after you finish.  (Note: a contact record will be created based on the email address entered in this section) 

Campaign Association & Peer-to-Peer Referrals 

  • In the Campaign Information section, use the dropdown menus to select a campaign association. For Peer-to-Peer campaigns, you can also use the Referred by dropdown list to associate the contribution with an individual fundraiser.


Add Other Information:

 You can attach other relevant information to this cash payment such as custom fields, payment notes, tax deductible status, and a custom receipt message. See below for how to add this other information: 

  • Tribute Donations
    • To add a tribute donation, click Add a Tribute Donation in the Personal Information section
    • A pop-up overlay will appear where you can add the tribute information and send an e-card 
  • Custom Fields
    • Click Add Custom Field and select the custom field you would like to add. You can add multiple custom fields in this section 
  • Payment Notes 
    • Add a Payment Title & Description  to match giving levels set up in a campaign 
    • You can also add any notes related to the payment in the Payment Description 
  • Tax Percentages & Discounts (by Percentage or Dollar Amount)
    • Set the tax deductible percentage 
    • Apply any discounts if applicable
  • Receipt Info: Custom Receipt Message & Tax Deductible Disclaimer
    • Set a custom receipt message (Note: receipt settings from the associated campaign will NOT transfer over) 
    • Set whether to show or hide tax-deductible amount and disclaimer on the receipt 

  • Advanced Receipt Settings: If you'd like to change default information to be displayed on your receipts, click "Show Advanced Receipt Settings".  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).

Review and Checkout

Once you have added all of the relevant information, you can review your information and checkout. 

  • Click Proceed to Checkout then Finish


Confirm Information and Send Receipt

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. 

To send a receipt: 

  • Click the "Would you like to email a receipt to the supporter" toggle to Yes 
  • Click Confirm and Finish 
  • An email receipt will be sent to the email listed on the final page



Note on Reporting: 

Payments are recorded in your reports with the Transaction Source listed as "Manual Payment - Offline". All payments added through the Add a Payment portal will appear in reports as Transaction Type: Donation.

Log a Check Quick Payment

To log a check payment into Flipcause using Quick Payment, take the following steps: 

  1. Enter the Check Payment Information 
  2. Assign the payment to a contact and campaign 
  3. Add any additional Information 
  4. Confirm information 
  5. Optional: Send Email Receipt 

See below for step-by-step directions for each of the steps above. 

Enter the Check Payment Information 

  • Go to Manual Payment > Quick Payment
  • Click the button: "Add a payment record from another payment method (cash, check, 3rd party service)"
  •  Enter Payment Information 
    • Enter the amount that you received 
    • Toggle "Did you pay a processing fee?" to No
    • Payment Method: Check
    • Add check number in Optional: Trace Number box
    • Enter payment date (past and future dates are accepted) 

Note: There is NO processing fee to record Offline Payments. When logging offline payments to Flipcause, they are added into your activity and transaction reporting for performance tracking, but will not show up in your Merchant Account area since these payments were not processed with your Flipcause merchant account / gateway"


Assign the Check Payment to a Contact and Campaign 

In order to ensure your cash payment is associated to a campaign and contact you will want to add more information. 

Contact Assignment: 

  • Click +Add More Information
  • If your supporter already exists in your database, you can lookup their contact and their personal information will pre-populate in the Personal Information section from their contact record 
  • Click Add Contact Assignment to lookup contacts in your databse:
  •  A popup window will open where you can search by Name or Business/Organization. Enter this information and hit Search, then locate the desired Contact Profile in the results and click Select 
  • Note: These steps will associate a payment with an existing Contact ID. Alternatively, you can also manually add payments from within contact profiles
  • If your supporter is not already in your database, you can put their information into the Personal Information section and a new contact record will be created after you finish.  (Note: a contact record will be created based on the email address entered in this section) 

Campaign Association & Peer-to-Peer Referrals 

  • In the Campaign Information section, use the dropdown menus to select a campaign association. For Peer-to-Peer campaigns, you can also use the Referred by dropdown list to associate the contribution with an individual fundraiser.


Add Other Information:

 You can attach other relevant information to this check payment such as custom fields, payment notes, tax deductible status, and a custom receipt message. See below for how to add this other information: 

  • Tribute Donations
    • To add a tribute donation, click Add a Tribute Donation in the Personal Information section
    • A pop-up overlay will appear where you can add the tribute information and send an e-card 
  • Custom Fields
    • Click Add Custom Field and select the custom field you would like to add. You can add multiple custom fields in this section 
  • Payment Notes 
    • Add a Payment Title & Description  to match giving levels set up in a campaign 
    • You can also add any notes related to the payment in the Payment Description 
  • Tax Percentages & Discounts (by Percentage or Dollar Amount)
    • Set the tax deductible percentage 
    • Apply any discounts if applicable
  • Receipt Info: Custom Receipt Message & Tax Deductible Disclaimer
    • Set a custom receipt message (Note: receipt settings from the associated campaign will NOT transfer over) 
    • Set whether to show or hide tax-deductible amount and disclaimer on the receipt 

  • Advanced Receipt Settings: If you'd like to change default information to be displayed on your receipts, click "Show Advanced Receipt Settings".  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).


Review and Checkout

Once you have added all of the relevant information, you can review your information and checkout. 

  • Click Proceed to Checkout then Finish


Confirm Information and Send Receipt

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. 

To send a receipt: 

  • Click the "Would you like to email a receipt to the supporter" toggle to Yes 
  • Click Confirm and Finish 
  • An email receipt will be sent to the email listed on the final page




Note on Reporting: 

Payments are recorded in your reports with the Transaction Source listed as "Manual Payment - Offline Payment". All payments added through the Add a Payment portal will appear in reports as Transaction Type: Donation.

Log an Online Payment that Wasn't on Flipcause (third party processor) using Quick Payment

To log an online payment that wasn't made on Flipcause, such as a payment from PayPal, using Quick Payment, you will need to take the following steps: 

  1. Enter the 3rd Party Processor Payment Information 
  2. Assign the payment to a contact and campaign 
  3. Add any additional Information 
  4. Confirm information 
  5. Optional: Send Email Receipt 

See below for step-by-step directions for each of the steps above. 

Enter the Payment Information 

  • Go to Manual Payment > Quick Payment
  • Click the button: "Add a payment record from another payment method (cash, check, 3rd party service)"
  •  Enter Payment Information 
    • Enter the amount that you received in cash 
    • If there was a processing fee covered by the organization, Toggle "Did you pay a processing fee?" to Yes and enter the amount
    • Payment Method: Third Party Payment Processor or Paypal 
    • Add a PayPal ID # or other trace number (optional) 
    • Enter payment date (past and future dates are accepted) 

Note: There is NO processing fee from Flipcause to record Offline Payments. When logging offline payments to Flipcause, they are added into your activity and transaction reporting for performance tracking, but will not show up in your Merchant Account area since these payments were not processed with your Flipcause merchant account / gateway"

Assign the Payment to a Contact and Campaign 

In order to ensure your 3rd party processor payment is associated to a campaign and contact you will want to add more information. 

Contact Assignment: 

  • Click +Add More Information
  • If your supporter already exists in your database, you can lookup their contact and their personal information will pre-populate in the Personal Information section from their contact record 
  • Click Add Contact Assignment to lookup contacts in your databse:
  •  A popup window will open where you can search by Name or Business/Organization. Enter this information and hit Search, then locate the desired Contact Profile in the results and click Select 
  • Note: These steps will associate a payment with an existing Contact ID. Alternatively, you can also manually add payments from within contact profiles
  • If your supporter is not already in your database, you can put their information into the Personal Information section and a new contact record will be created after you finish.  (Note: a contact record will be created based on the email address entered in this section) 

Campaign Association & Peer-to-Peer Referrals 

  • In the Campaign Information section, use the dropdown menus to select a campaign association. For Peer-to-Peer campaigns, you can also use the Referred by dropdown list to associate the contribution with an individual fundraiser.


Add Other Information:

 You can attach other relevant information to this cash payment such as custom fields, payment notes, tax deductible status, and a custom receipt message. See below for how to add this other information: 

  • Tribute Donations
    • To add a tribute donation, click Add a Tribute Donation in the Personal Information section
    • A pop-up overlay will appear where you can add the tribute information and send an e-card 
  • Custom Fields
    • Click Add Custom Field and select the custom field you would like to add. You can add multiple custom fields in this section 
  • Payment Notes 
    • Add a Payment Title & Description  to match giving levels set up in a campaign 
    • You can also add any notes related to the payment in the Payment Description 
  • Tax Percentages & Discounts (by Percentage or Dollar Amount)
    • Set the tax deductible percentage 
    • Apply any discounts if applicable
  • Receipt Info: Custom Receipt Message & Tax Deductible Disclaimer
    • Set a custom receipt message (Note: receipt settings from the associated campaign will NOT transfer over) 
    • Set whether to show or hide tax-deductible amount and disclaimer on the receipt 

  • Advanced Receipt Settings: If you'd like to change default information to be displayed on your receipts, click "Show Advanced Receipt Settings".  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).


Review and Checkout

Once you have added all of the relevant information, you can review your information and checkout. 

  • Click Proceed to Checkout then Finish

Confirm Information and Send Receipt

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. 

To send a receipt: 

  • Click the "Would you like to email a receipt to the supporter" toggle to Yes 
  • Click Confirm and Finish 
  • An email receipt will be sent to the email listed on the final page




Note on Reporting: 

Payments are recorded in your reports with the Transaction Source listed as "Manual Payment - Offline Payment". All payments added through the Add a Payment portal will appear in reports as Transaction Type: Donation.

Process a Credit Card Manually Using Quick Payment

1. Go to Manual Payment > Quick Payment

2. Click the button: "Use the Flipcause Payment Gateway to process this payment"

3. 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.

4a. Proceed To Checkout: After you've entered the payment information click "Add More Information". Next you can click "Proceed to Checkout" at the bottom of the form. If you do not enter any additional details, 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


4b. 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:

  • Contact Record Assignment
    • Click Add Contact Assignment to lookup contacts in your database.
    •  A popup window will open where you can search by Name or Business/Organization. Enter this information and hit Search, then locate the desired Contact Profile in the results and click Select
    • Note: These steps will associate a payment with an existing Contact ID. Alternatively, you can also manually add payments from within contact profiles
  • Campaign Information & Peer-to-Peer Referrals
    • Use the dropdown menus to select a campaign association. For Peer-to-Peer campaigns, you can also use the Referred by dropdown list to associate the contribution with an individual fundraiser.


  • 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).

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

6. 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. 

7. 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.