Connection Card Pro Help & Documentation


Last Updated: Mar 7, 2024 9:38 AM

Setting Up Your Account to Accept Payments (Outside the U.S.)

For Accounts in the U.S. click here.

With Connection Card Pro’s included online giving, all donations and payments given through Connection Card Pro are automatically recorded in your ledger, saving you time and work! We will walk you through setting up your Connection Card Pro account to accept online donations and payments.

You must complete the Payment Processing setup first before accepting online donations and registration payments.

Our payment partner Stripe is available to all of our customers worldwide. They have the highest level of PCI compliance, process billions of dollars in transactions and are trusted by some of the largest businesses and non-profits in the world.

Once you have completed the Application process confirming your Organizations Name, contact information, and identity verification and received approval, your organization will be able to start accepting donations and payments through credit and debit transactions.

Connection Card Pro will become your payments provider. Your organization name will appear on your donors’ and customers’ bank statements.

To Set Up Your Payment Processing Account

From the menu:
Accounting > Giving Setup

If you have any questions or run into any issues while completing your application, please reach out to our customer support team at any time.

You are now able to begin using Connection Card Pro to accept donations and payments by credit and debit cards.

As donations come in, you should be able to see them in two places:

1. In Accounting > View Registers - In whichever register you have selected in the Giving Setup. These are ledger transactions automatically recorded when donations occur.

2. You can view all transactions, including failed transactions, in Accounting > Financial Settings > Payment Processing Logs.

You can generate Financial reports in Reports > Financial Reports, where you will see several report options here. Or, from the Register page (Accounting > View Registers), on the top right is an Export to CSV button which will export all of your transactions.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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