Internal Knowledge Base
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Payments
Donations
Donors
Giving Forms
GMSNext
Integrations
Organization
P2P
Payments
Miscellaneous
Events
Internal Process and Playbooks
Product Trainings
Demo Materials
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Internal Knowledge Base
Payments
Donations
Donors
Giving Forms
GMSNext
Integrations
Organization
P2P
Payments
Miscellaneous
Events
Internal Process and Playbooks
Product Trainings
Demo Materials
Payments
This section goes over some Payments how-to's
Create CardConnect Payments Application
How to Create CardConnect Credentials
How to Verify CardConnect Credit Rates
Process a Rate change via DocuSign
How to pull ACH Reject Report from BlueChex
Verifying Velocity Limits in BlueChex
ACH Returns/Rejected donations-org specific
Requesting Velocity Increase for BCX account
Updating Batch Times for CardConnect
Requesting Velocity Limit Increase for ProfitStars accounts
How to Delete a contact from iDonate billing in Zoho
How to Link multiple CardConnect accounts in the CardConnect portal
How to Use CardConnect's Virtual Terminal for a one-time donation
How to Update CardConnect Fees
Creating a BlueChex ACH account to an existing account (renewal or stand-alone add)
Verifying Bluechex (BCX) ACH rates and fees
Verifying ProfitStars ACH rates and fees
How to Refund an eCheck Donation before funded
Zoho Cancellation Process
Requesting a Refund from CardConnect for an Organization
Cancel CardConnect Account
Refunding ACH through CardPointe
Velocity Report
CardConnect Native Gateway Creation
Apple Pay Certificate Creation
Using the Virtual Terminal
How to Block/Unblock a User for Payment Abuse on Sift Console
Create a Digital Wallet Gateway for Apple Pay
How to Search and View Settlement Data in BluePay
Creating a manual CardConnect ticket to change an organization's bank account
Resend CardConnect Application to same signer
Removing/Adding CVV or AVS for an organization on CardConnect.
Creating a SOC Reporting Request Ticket in CardConnect CoPilot.
How to Add a User in ProfitStars
Refunding eCheck out of ProfitStars portal.
Re-process a declined transaction in CardConnect portal
How to Access CardConnect Statements for an organization
Requesting Accelerated Funding for BlueChex (Fiserv ACH)
Creating a Fraud Event Refund Request Ticket for an organization that has a Card Testing/Brute Force/Fraudalent donation.
How to Setup Apple Pay for Customers on 2.0
Understanding Donation Declines in CardConnect
How to block specific IPs in SIFT