Learn from the best — five expert tips to make your peer-to-peer fundraising event a success.
If and when you need to remove a donor/customer subscription, visit the customer detail page to get started. Then: Tap “Customers” in the navigation menu on the left. Find the customer who needs unsubscribed. Select the “Subscriptions” tab and select the plan/subscription you wish to unsubscribe. Tap “Unsubscribe” to finish the job. After unsubscribing, [...]
Well, shoot. A donor/customer payment failed. We’ll go ahead and note that for you in the plan’s email report. So far, it’s been working out well for us to let you decide how to handle a failed payment on a case-by-case basis. Feel free to give the charge a second try in our virtual terminal, [...]
Welcome a donor/customer back to the fold! Renewing a subscription is a lot like creating a new one. Well, it’s exactly like creating a new one, so go back up and check out those instructions. Remember: One customer. One subscription.
Start by ensuring your merchant information is complete via the "Accounts" section. This information is necessary to send invoices. Tap "Invoices" located in the left-hand navigation menu. Select "Create Invoice" in the upper right corner. Choose your "Issue Date" based on the date you plan to send the invoice (past, present or future). Choose your "Due Date." Check "Custom Invoice [...]
Refunds happen. And when they do, it’s important to get it right the first time. This three-step dance begins after a charge has been made. It can transact partial or full refunds. Tap “Payments” in the navigation menu on the left. Find the payment you need to refund and tap it. Navigate to the [...]
Get money. Here’s how to easily complete a one-off payment in the gateway’s managed interface: Log in to dashboard.paymentspring.com. Tap “Payments” in the navigation menu on the left. Check out the complied list of previously processed payments, and select “Create Payment” in the upper right corner. Fill in the amount, card number and expiration [...]
Someone needs to have his/her info stored to make multiple payments? Excellent, here’s how: Log in to dashboard.paymentspring.com. Tap “Customers” in the navigation menu on the left. Tap “Create Customer” in the upper right corner. Complete the customer information and tap "Create Customer." To add payment information, tap "Let's create one" in the "Payments" [...]
Before you get started managing your payments, use the Account tab to set your details and member access.General: Set your account name and company information, including email address.Receipt Templates: Determine how you want your receipts to look and function.API Keys: If you are integrating payments to your own solution, use this tab to create your [...]
See exactly what the PaymentSpring Gateway is all about by signing up for a free test account. Ten seconds later, you’re in the Sandbox! Play around with the terminal functions without making live changes to anything. We have several test card numbers and amounts available to help simulate donations/payments. Kick the tires a bit and, when [...]