[Donor Management System] Adding a Single Live Transaction

Once you are fully signed up with our DMS Payment Processor, you can easily start processing live credit card and EFT (direct deposit) transactions.

–> Learn more: Understanding Live Transactions


Adding a Single Live Transaction

Adding Credit Card Transactions

1. Go to the Contributions Tab

2. Select Add Contribution on the top right corner of the screen

3. Next, select Online Payment Contribution on the top right

4. You will be directed to a similar page when adding a single Offline Contribution. On it, you can fill out the information about the Live Contribution, the Contact associated with it and their credit card information:

Main Fields:

  • Contributor: the Contact making this donation.
  • Total Amount: the total monetary amount for this donation.
  • Fund: the Fund this donation is going into.

Recurring Transaction Frequency:

  • every: check this box to make this live transaction recurring.
  • 1: the default selection is “1”. This indicates that the recurring transactions will occur every 1 month.
  • month(s): the default selection is monthly. You can also select to add automatic payments daily, weekly, and yearly.
  • for: add a numerical value of how many months, years, etc. (depending on your previous selection) that these recurring transactions will occur.

  • Start Date: when the payments will start. You can only select a date from the time you’re adding this Online Contribution or a future one.
  • Campaign: the Campaign associated with this donation.
  • Payment Processor: the default is iATS Credit Card but you can change it to EFT.

Credit Card & Billing Name and Address:

  • The credit card and billing information of the Contact associated with this Online Contribution.

Contribution Details:

  • Exclude from Tax Receipting: Select Yes if a Tax Receipt for this Contribution has already been issued externally, or if it is not eligible for Receipting. Otherwise, you can either select No or leave the question blank.
  • Contribution Note: optional note for the whole Contribution.

In Kind donation fields

  • Address of Appraiser: the full address of the Appraiser (55 character limit).
  • Appraised by: who appraised this In Kind donation.
  • Description of property: the description of the received Property (75 character limit).
  • Original cost: the original cost of the received Property (55 character limit).

Dedication Information:

  • In Memory Of: if the donation is in memory of something and/or someone.
  • In Honour Of: if the donation is in honour of something and/or someone.
  • Name of Honoree: the name of the honoree associated with this dedication.
  • Message: optional message associated with the dedication.

Additional Details:

  • Advantage Amount: the total monetary amount of the Advantage.
  • Advantage Description: optional description for this Advantage (75 character limit).
  • Fee Amount: external fee in addition to any CH fees (e.g. a fee from an external payment processor)
  • Thank-you Date: the date and time that this donation has been thanked. The Contribution will be marked as Thanked.

5. Select Save to process and add the new Live Contribution or Save And New to process and add the Contribution and create a new one.


Adding EFT Transactions

Important: EFT Live Transactions will withdraw a certain amount from your donor’s bank account. The Goverment of Canada requires that you set up a Pre-authorized debit agreement (PAD) with your donor before doing so.

1. Go to the Contributions Tab

2. Select Add Contribution on the top right corner of the screen

3. Next, select Credit card contribution on the top right

4. You will be directed to a similar page when adding a single Offline Contribution. On it, you can fill out the information about the Live Contribution, the Contact associated with it and their direct deposit information

5. Under Payment Method, choose EFT and you will see the following fields:

Main Fields:

  • Contributor: the Contact making this donation.
  • Total Amount: the total monetary amount for this donation.
  • Fund: the Fund this donation is going into.

Recurring Transaction Frequency:

  • every: check this box to make this live transaction recurring.
  • 1: the default selection is “1”. This indicates that the recurring transactions will occur every 1 month.
  • month(s): the default selection is monthly. You can also select to add automatic payments daily, weekly, and yearly.
  • for: add a numerical value of how many months, years, etc. (depending on your previous selection) that these recurring transactions will occur.

  • Start Date: when the payments will start. You can only select a date from the time you’re adding this Online Contribution or a future one.
  • Campaign: the Campaign associated with this donation.
  • Payment Method: the default is iATS Credit Card but you can change it to EFT.

Direct Debit & Billing Name and Address:

  • The direct deposit and billing information of the Contact associated with this Live Contribution.

Contribution Details:

  • Exclude from Tax Receipting: Select Yes if a Tax Receipt for this Contribution has already been issued externally, or if it is not eligible for Receipting. Otherwise, you can either select No or leave the question blank.
  • Contribution Note: optional note for the whole Contribution.

In Kind donation fields:

  • Address of Appraiser: the full address of the Appraiser (55 character limit).
  • Appraised by: who appraised this In Kind donation.
  • Description of property: the description of the received Property (75 character limit).
  • Original cost: the original cost of the received Property (55 character limit).

Dedication Information:

  • In Memory Of: if the donation is in memory of something and/or someone.
  • In Honour Of: if the donation is in honour of something and/or someone.
  • Name of Honoree: the name of the honoree associated with this dedication.
  • Message: optional message associated with the dedication.

Additional Details:

  • Advantage Amount: the total monetary amount of the Advantage.
  • Advantage Description: optional description for this Advantage (75 character limit).
  • Fee Amount: external fee in addition to any CH fees (e.g. a fee from an external payment processor)
  • Thank-you Date: the date and time that this donation has been thanked. The Contribution will be marked as Thanked.

6. Select Save to process and add the new Live Contribution or Save And New to process and add the Contribution and create a new one.

Was this article helpful?

Related Articles