The Make Payments page in RakefetOnline allows your staff to process payments on behalf of a member or donor quickly and efficiently.
To begin, click the Make Payments tab.
Once the Family List loads, select the family you need. After choosing the family, you will see any outstanding amounts owed, along with available donation accounts that can also be used during the payment process.
Enter payment amounts and memos in the blue boxes for charges owed. If the member or donor would like to give an additional contribution, you can enter donation amounts and memos in the green boxes.
Next, enter the required payment details, including the credit card or ACH information.
If your organization uses Convenience Fees, the lower-right corner of the payment screen will display Subtotal + Fees and Total. If Convenience Fees are not enabled, only the Total will appear.
When everything is ready, click the Pay button to process the payment.
Payments are processed in real time and will automatically post to both the Office Side Transaction History and the Member Side Transaction History.
The member will also receive an instant receipt by email. In addition, you should receive an email from your payment processor, such as PayPal, Stripe or PayQuiq.
If you would like RakefetOnline to send a copy of the processed receipt as well, you can add your email address to the CC or BCC fields in Setup --> Payments under Sending Receipts By Emails.
Please watch a brief video HERE about Office Side Payment Processing