In This Article:

    Configuring DonorPro for Credit Card Payment Processing (B)

    In This Article:

      Once you have created a DPMS account you are ready to configure the Credit Card configuration screen. To access the Credit Card configuration screen, from the main menu select Manage > Configuration > and then the Credit Card tab > DonorPro Merchant Services and you will see the screen shown below.

      Our Customer Care Team will assist with configuring the Merchant Services Setup panel in DonorPro.

      The Common Setup panel on the left can be used to customize the standard online donation form. Please see the section on Web Donations further along in this section.

      Our Customer Care Team will enter the necessary information for Merchant Services Test ID, Test Password, Test Merchant ID, Live ID, Live Password and Live Merchant ID. All of these pieces need to be entered to enable credit card transactions.

      The Currency field is to be set based on the currency type your account is configured to accept – either USD or CAD.

      The Does Business As field does not need to be completed unless you share a DPMS account with another organization.

      When selected the Prompt for CVV field will enable the CVV field on your online payment screen. This is for the standard donation form only. If you are a customer of our Web Services department, the form will be built accordingly.

      The Display E-Check Option should only be selected if your DPMS account is configured to accept E-Checks. If you are interested in offering this option to your donors, please reach out to our Customer Care Team for more information.

      Once configured, you can test your connection by using the Test Merchant Services Connection button. Once tested, you will want to switch the Mode to Live and run a real transaction through the account.

      NOTE: You can only test the configuration when the Mode is set to Test.

      For more information on setting up DonorPro Merchant Services account please contact your Customer Care Team.

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