Features
Online Payment Forms
- Secure
- Unlimited number of forms
- Tailor with your own text, logo and Terms & Conditions and select from one of 22 different colour themes
- Configurable options, including memberships, recurring payments, suggest amounts etc
- Suggested suburbs and postcodes allow for quick entry and better quality of address information
Receipting
- Generate PDF email receipts instantly
- Donor care can utilise workflow to identify and manage donors that make a larger amount, or are first time donors
- Annual Statements
Memberships
- Organisation and/or Contact level memberships
- Flexible membership types and terms
- Auto reminders of renewal
Events
- Movie ticket style (eg. buy 2 tickets and turn up), or Conference style (eg. buy 2 tickets and need to specify each of the attendess)
- Multiple Ticket Types, including: Free, Members Only, Groups, Teams
- Multiple Page Layouts, allowing for some events to capture custom fields such as dietary requirements
Shopify Integration
- Quick and simple setup of integration between Shopify and Salesforce
- Can create Opportunities or Opportunity line items in Salesforce
- Purchase information stored in Salesforce. De-duplicates contacts purchasing multiple times
Direct Debits
- Sign up for Direct Debits online
- Uploads transactions into your internet banking for processing
- Works with all Australian Banks and 4 key New Zealand banks.
Matching
- Automatic or Manual matching of payers details with existing contacts/person accounts on Salesforce
- Automatically create new contacts/accounts for first time payers
Recurring payments
- Automatic opt-in from online payment form
- Workflows to remind of card expiry
- Update of card details should they change or expire
Refunds
- Refunds original transactions with a push of a button by select groups of users
- Approval workflows to allow request/approve/process capabilities
Manual payments
- Easily capture other payment types within salesforce. These include cheque/money order/cash etc
Address Validation
- Integration with Google Places and DataTools Kleber
- Auto-complete for online forms and manual payments