To create an open payment form:

  1. Go Setup-->  Payment Form
  2. Select and deselect the accounts you would like on your form
  3. On the top right you can enter Custom Amount Options (suggestions for donations)
  4. Then enter a Custom Footer Message
  5. then click Save and View Form
  6. On the View Form screen you can get an idea how your form will look
  7. When you are ready to use the form, click the Generate Form URL button
  8. This link can be used on your website and in emails to engage donors to give quicker
  9. As payments are made, RakefetOnline will smart match the donors to your database by email
  10. If the software cannot match the donors, you can go to Reconciliation  or convert the giving to income
  11. If the donor is in the database and used the recurring billing feature and the giving is matched, you will see these transactions in the View Recurring Payments