Documentation and Forums/iMinistries Support/Payment & Donations

How Do I Set Up Online Donations?

Bryan Young
posted this on September 21, 2009 12:27 pm

Your website has a fully functional shopping cart built in for donations, event payments and product purchases.

  1. Using these instructions, sign up for a merchant account.
  2. Once you have heard back from the Merchant, login to your new virtual terminal for the first time. It will require you to change your password the first time you login.
  3. Contact us and let us know that you have your account and that you would like to have access to the Shopping Cart functionality.
  4. Configure your new Merchant Account to "talk" to us.

Site Features

  1. Navigate to Site Administration.
  2. Expand Site Controls.
  3. Click on Site Features.
  4. Check the checkbox to allow Online Donations.
  5. Click Save.

Configuring Your Income Accounts

  1. Navigate to Site Administration.
  2. Expand Site Controls.
  3. Click on Site Preferences.
  4. Click on Income Accounts.
  5. Click on New Item.
  6. Enter in the Value Field.
  7. Click Save.
  8. Repeat for additional Income Accounts.

Configuring Your Departments

  1. Navigate to Site Administration.
  2. Expand Site Controls.
  3. Click on Site Preferences.
  4. Click on Departments.
  5. Click on New Item.
  6. Enter in the Value Field.
  7. Click Save.
  8. Repeat for additional Departments.

Configuring Your Donation Funds

  1. Navigate to Site Administration.
  2. Expand Site Controls.
  3. Click on Site Preferences.
  4. Click on Donation Fund.
  5. Click on New Item.
  6. Enter in the Name.
  7. Select the Department. 
  8. Select the Income Account.
  9. Enter in a Memo (i.e. Donation)
  10. Click Save.
  11. Repeat for additional Funds.

Configuring Your Donation Flex Fields

  1. Navigate to Site Administration.
  2. Expand Site Controls.
  3. Click on Site Preferences.
  4. Click on Donation Flex Fields.
  5. Click on New Item.
  6. Enter in a Name.
  7. Select a Data Type.
  8. Configure the Data Type.
  9. Click Save.
  10. Repeat for additional Donation Flex Fields.

Site Builder

  1. Go to Site Administration.
  2. Expand Site Controls.
  3. Click Site Builder.
  4. Select the "Donate" feature.
  5. Click on Add.
  6. The new menu option now appears in the Menu Tree. Drag the menu option into the position that you desire.