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