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Manage payment account settings
Follett Software avatar
Written by Follett Software
Updated over 2 months ago

1. In the top-right corner, hover over the down arrow, then click Settings.

2. Under Payment Settings, select General. The General Payment Settings page appears.

3. Do any of the following:

If you want to enable…

Then…

Fees On Top

Note: This setting automatically adds the Fundraising Manager fees to the donation.

a. Click Disabled to change the button to Enabled.

b. Click Save.

Options for Donors to Add Fees to Donations

Note: This setting lets the donator select whether or not to add the Fundraising Manager fees to their donation.

a. Click Disabled to change the button to Enabled. Additional fields appear.

b. Edit the description, the Do Not Add Fees section, and the Add Fees section.

c. Click Save.

"Donate to Separate Entity" Option

a. Click Disabled to change the button to Enabled. Additional fields appear.

b. Enter the Separate Entity Name.

c. Click the Percent/Amount toggle to the desired position.

d. Do one of the following:

  • Enter the percent of the transaction you want to go to the separate entity.

  • Enter the minimum dollar amount to go to the separate entity.

e. Click Save.

Sales Tax

Enter the correct sales tax percentage.

For additional help, contact support@livingtree.com.

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