Pre-authorized Deposits (P.A.D. or A.C.H.)/Online Donations

Contents - Index

Pre-authorized Deposits (P.A.D. or A.C.H.)/Online Donations
    (Requires the purchase of the Pre-authorized Deposits/Online Donations module)

Pre-authorized deposits (P.A.D. or A.C.H.) are amounts that are withdrawn from a donor's bank account and deposited directly into your organization's bank account. The amount is the same each time and is done at various frequencies depending on what the donor wants. It could be once a month, twice a month, every two weeks (bi-weekly) or once a week. You set up the the P.A.D. for the donors that wish to use it and Donarius^® will automatically enter their donations on the correct date. (These are also called recurring transactions.)

Online Giving:

If a donor does not donate the same amount each time, then you need to import it. You first download a file with the donations from your online giving company's website. Save it to a CSV file. If you don't have that as an option, save it as a spreadsheet (XLSX file), then open it and choose Save As to save it as a CSV file. You can import this file in 3 steps (click a link on the main window, select the file, click a button to import).

Donarius^® is integrated with the following companies:

PayPal:
You first need to set it up so Donarius^® knows you are using PayPal.
Add PayPal as a new payment method. (Go to the Setup menu and choose Preferences..., then add PayPal to the Other Payment Methods box.)
Then on the main window at the bottom left you will see a PayPal link to click on. You also need to create a category for the transaction fees. The category must have the word Fee as part of the category name and it must be a hidden category. To import from a PayPal contribution file, click on the link, select the file, then click the Import button.

To get a PayPal contribution file, do this:
a) Log into your PayPal account.
b) Click on the Activity tab.
c) Click on Download at the top right.
d) Change the date range.
e) If you wish to customize which fields to have in the file, click on Customize report fields.
e.g. you should include all the address fields for new donors.
f) For the format choose CSV.
g) Click on the Create Report button.
h) After a few minutes the report will be ready and you can click on Download to get it.

Givelify:
You first need to set it up so Donarius^® knows you are using Givelify. Add Givelify as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Givelify link to click on. You also need to create a category for the transaction fees. The category must have the word Fee as part of the category name and it must be a hidden category. To import from a Givelify contribution file, click on the link, select the file, then click the Import button.

eTransfer:
You first need to set it up so Donarius^® knows you are receiving donations via eTransfer. Add eTransfer as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see an eTransfer link to click on. To import the eTransfers you first must save each email you get from your bank to a file in a folder. To import the donations, click on the eTransfer link, select the folder with the emails, then click the Import button. All donations will go into the first category.

To avoid importing the same donations twice, you should create a new folder each week or month. (i.e. the folder will have several files, one for each eTransfer) At the end of the week or month, import the donations and create a new folder for next time.

Txt2Give:
You first need to set it up so Donarius^® knows you are using Txt2Give. Add Txt2Give as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Txt2Give link to click on. To import from a Txt2Give contribution file, click on the link, select the file, then click the Import button.

Fortispay: (Previously EpicPay)
You first need to set it up so Donarius^® knows you are using Fortispay. Add Fortispay as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Fortispay link to click on. To import from an Fortispay contribution file, click on the link, select the file, then click the Import button.

Stewardship Technology:
You first need to set it up so Donarius^® knows you are using Stewardship Technology. Add Stewardship Tech as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Stewardship Tech link to click on. To import from an Stewardship Technology contribution file, click on the link, select the file, then click the Import button.

Stripe:
You first need to set it up so Donarius^® knows you are using Stripe. Add Stripe as a new payment method. (Go to the Setup menu and choose Preferences...) You also need to create a category for the transaction fees. The category must have the word Fee as part of the category name and it must be a hidden category.
Then on the main window at the bottom left you will see a Stripe link to click on. To import from an Stripe contribution file, click on the link, select the file, then click the Import button.

EFT Canada:
There are two ways to use EFT Canada:
A) Process all transactions using their online portal, then on a regular basis, download a report of transactions and import them into Donarius.
You first need to set it up so Donarius^® knows you are using EFT Canada. Add EFT Canada as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see an EFT Canada link to click on. To import from an EFT Canada transaction report file, click on the link, select the file, then click the Import button.

B) Setup recurring EFT Canada donations on their online portal. You enter the first donation and the remaining ones are processed automatically. In Donarius you set it up like a regular pre-authorized deposit. (see below) They will also be added to Donarius automatically when Donarius is opened.

For one-time donations as requested by your donors, you would create a file of transactions then upload it to EFT Canada. With their first donation, each donor would provide their banking information which is stored in an encrypted format in Donarius. You first need to add a user to prevent unauthorized access to the software, by going to the Setup menu and choosing Users...
To enter the banking information for a donor, do this:
1. Click on Donors and choose Add/Edit Donors.
2. Find the donor.
3. Click on the Show Info ==> button.
4. At the bottom right enter the transit #, bank # and account#.
If you see dots for the bank info then it was already entered.
To change the banking info, delete one of the boxes, go to
another donor, then go back to the first donor.
5. Click the Save button.

Add EFT Canada as a new payment method. (Go to the Setup menu and choose Preferences...)   You also need to request an upload password from Nuverb Systems Inc. Enter each donation, putting a checkmark on the EFT Canada payment method. Use the current date or a future date. When done, click on the Upload button near the EFT Canada button. Type the upload password and press ENTER. Transactions uploaded before 11:00 am EST, are processed the following business day, while those uploaded after 11:00 am EST are processed in two business days. So indicate when you will be uploading the file, then pick a file location and name. All the EFT Canada transactions you entered will be saved to the file. After uploading the file, delete it, as an added security measure.

Please note that if you open the file with Excel do not save it because the format of the dates may be changed, so that it won't work when you upload it. To change anything in the file open it with Notepad.

Tithe.ly:
You first need to set it up so Donarius^® knows you are using Tithe.ly. Since Tithe.ly accepts payments in different formats (e.g. cash, check, credit card) it is not just a type of payment method. So you cannot set it up, like the other companies. Instead do the following:
a) Click on the $$$ icon.
b) Near the bottom, click on the When link.
c) Add Tithe.ly in a blank entry and pick an abbreviation (e.g. T)
d) Click OK.
e) In the menu bar, click [Cancel].
Then on the main window at the bottom left you will see a Tithe.ly link to click on. You also need to create a category for the transaction fees. The category must have the word Fee as part of the category name and it must be a hidden category. To import from a Tithe.ly contribution file, click on the link, select the file, then click the Import button.

SecureGive:
You first need to set it up so Donarius^® knows you are using SecureGive. Set it up similar to Tithe.ly creating a When item called SecureGive. Then on the main window at the bottom left you will see a SecureGive link to click on. To import from a SecureGive contribution file, click on the link, select the file, then click the Import button.

Vanco Services:
You first need to set it up so Donarius^® knows you are using Vanco. The setup depends on how you are getting your Vanco file:
a) does Vanco send you a file or
b) do you log into their website and download a report as a CSV file?
If files are sent to you, do steps #1 - #3 below, and put Vanco as part of the name then click Save. Ignore the rest of the steps. You also need to make the donation categories in Donarius match what you have on the Vanco website. If they are numeric values on the Vanco website, change the category names in Donarius to have the numeric part in parentheses after the name. Also, on the Vanco website, check that the donor IDs for each person match the Donarius donor numbers.

If you are downloading a file from their website, setup Vanco as described above for Tithe.ly.
Download the file as follows:
1. Log into Vanco Payments.
2. Click on Reports and choose Report Generator.
3. For Report Type choose Daily Processing.
4. Enter a date range.
5. For Report Format choose CSV.
6. Click the View button.
7. The report will be shown in a new tab.
8. Right-click on the page and choose Save As... or Save Page As...
9. Pick a name for the file and click Save.
10. If you are not able to save the file, highlight the text, right-click it and choose Copy.
Then go to Donarius, click on Save Clipboard and pick a filename.

Then on the main Donarius window at the bottom left you will see a Vanco link to click on.
To import from a Vanco file, click the Vanco link, select the file, check that the date is correct, then click the Import button.

Clover:
You first need to set it up so Donarius^® knows you are using Clover. Set it up similar to Tithe.ly creating a When item called Clover. Then on the main window at the bottom left you will see an Clover link to click on. To import from a Clover contribution file, click on the link, select the file, then click the Import button.

Elavon:
You first need to set it up so Donarius^® knows you are using Elavon. Set it up similar to Tithe.ly creating a When item called Elavon. Then on the main window at the bottom left you will see an Elavon link to click on. To import from an Elavon contribution file, click on the link, select the file, then click the Import button.

Planning Center:
You first need to set it up so Donarius^® knows you are using Planning Center. Set it up similar to Tithe.ly creating a When item called Planning Center. Then on the main window at the bottom left you will see a Planning Center link to click on. To import from a Planning Center contribution file, click on the link, select the file, then click the Import button.

EasyTithe:
You first need to set it up so Donarius^® knows you are using EasyTithe. Set it up similar to Tithe.ly creating a When item called EasyTithe. Then on the main window at the bottom left you will see an EasyTithe link to click on. To import from an EasyTithe contribution file, click on the link, select the file, then click the Import button.

ShareFaith:
You first need to set it up so Donarius^® knows you are using ShareFaith. Set it up similar to Tithe.ly creating a When item called ShareFaith. Then on the main window at the bottom left you will see a ShareFaith link to click on. To import from a ShareFaithcontribution file, click on the link, select the file, then click the Import button.

eGiving:
You first need to set it up so Donarius^® knows you are using eGiving. Set it up similar to Tithe.ly creating a When item called eGiving. Then on the main window at the bottom left you will see an eGiving link to click on. To import from an eGivingcontribution file, click on the link, select the file, then click the Import button.

WeShare:
You first need to set it up so Donarius^® knows you are using WeShare. Set it up similar to Tithe.ly creating a When item called WeShare. But you don't need to add a Fee category. Then on the main window at the bottom left you will see a WeShare link to click on. To import from a WeShare contribution file, click on the link, select the file, then click the Import button.

Kindrid Giving:
You first need to set it up so Donarius^® knows you are using Kindred Giving. Set it up similar to Tithe.ly creating a When item called Kindrid. But you don't need to add a Fee category. Then on the main window at the bottom left you will see a Kindrid link to click on. To import from a Kindrid contribution file, click on the link, select the file, then click the Import button.

For Tithe.ly, Planning Center, EasyTithe, ShareFaith, eGiving, WeShare and Kindrid Giving, if you want to keep track of which credit cards were used you should add them as 'other payment methods'. i.e. go to the Setup menu and choose Preferences then add Visa, MasterCard, Amex and Discover as payment methods at the bottom left. Otherwise when you import the card transactions, the type of card is not recorded.

Parish Giving:
You first need to set it up so Donarius^® knows you are using Parish Giving. Set it up similar to Tithe.ly creating a When item called Parish Giving. You also need to add a Fee category. Then on the main window at the bottom left you will see a Parish Giving link to click on. To import from a Parish Giving contribution file, click on the link, select the file, then click the Import button.

Moonclerk:
You first need to set it up so Donarius^® knows you are using Moonclerk. Add Moonclerk as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Moonclerk link to click on. You also need to create a category for the transaction fees. The category must have the word Fee as part of the category name and it must be a hidden category. To import from a Moonclerk contribution file, click on the link, select the file, then click the Import button.

Bambora:
You first need to set it up so Donarius^® knows you are using Bambora. Add Bambora as a new payment method. (Go to the Setup menu and choose Preferences...)
Then on the main window at the bottom left you will see a Bambora link to click on. To import from a Bambora contribution file, click on the link, select the file, then click the Import button.

If you are using 2 or 3 types of online giving, they will all appear as links at the bottom left.

Recurring or Pre-authorized Deposits:

To set up recurring or pre-authorized deposits (i.e. the amouts are the same each month, week, etc), do this:
1. Click the Donors icon and choose Add/Edit Donors....
2. Click on the More Info ==> button.
3. If you call your deposits a different name from what is shown, type it in the heading at the bottom right. For example, you may call it Electronic Funds Transfer (E.F.T.) or Pre-authorized Giving (P.A.G.).
4. Find a person that is using pre-authorized deposits.
5. Choose how often the donor wants funds withdrawn from their bank account (i.e. the frequency). The withdrawal will happen on the same day each month (monthly) or the same day of the week (weekly or bi-weekly). For bi-monthly (twice a month) you have three choices:
a) the 1st and 15th of each month
b) the 10th and 25th of each month
c) the 15th and last day of the month.
6. Do steps 4-5 for anyone else that is using pre-authorized deposits.
7. Click Save and you will get a message telling you to enter the first P.A.D.
8. Donarius^® will decide the amounts and categories for each P.A.D. by looking at the last P.A.D. for each donor. So you must start it off by entering the first P.A.D. First click the Donations icon. Then type the date of the first P.A.D. and enter the amounts for each person that started P.A.D. on that date. Click on the P.A.D. payment method for each person. Click on [Done] in the menu bar when you have entered them all.

You can also add new payment methods that are pre-authorized such as for credit cards. (at the bottom left of the Setup|Preferences window) Just include the words Pre-auth, Auto or the P.A.D. abbrevation as part of the payment method's name. (Note: the PAD abbrevation must match what you entered in step #3)

Every time that you start Donarius^® it will check if any new P.A.D.s need to be entered. It will show them to you and ask you to add them or skip them. If you forget to enter the first P.A.D. for a donor it will remind you to enter it in.

A donor may want to change the date of the month for monthly P.A.D.s or the date of the week for weekly P.A.D.s. They may also want to change the amount of each P.A.D. In either of these cases, you need to first enable entering donations with a future date, by going to the Setup menu and choosing Preferences... Put a checkmark where it says Can enter donations with a future date.

Then manually enter the next P.A.D. on the new date or with the new amount. Pick a date that is sometime after the last P.A.D. on the old date or with the old amount. For example, if funds are usually deposited on Thursdays and the donor wants to switch to Fridays, then enter the amount on the Friday, after the last one that was automatically added on the Thursday. All future P.A.D.s for this donor will then be entered on Fridays. Another example, is a donor who was giving $50 now wants to increase it to $60. When the last $50 donation is added, enter the next donation for $60. On the next scheduled P.A.D. the donation you entered manually will be skipped and only those for other donors will be added.

If a donor decides they do not want to use P.A.D. anymore, then change the frequency to None on the Add/Edit Donors... window.

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