WayCool Software, Inc.

How online giving setup, donation forms, payments, recurring gifts, and payouts fit together.

CoolPay Overview

Signing Up for CoolPay

Transferring from Stripe to CoolPay

Transferring from CDM+ to CoolPay

How to create donation forms for the Donate button(s) on your website, or QR codes for your fundraising event materials. Describes next steps after new CoolPay onboarding.

Donation Forms & Next Steps for CoolPay Onboarding

How CoolPay transactions turn into contribution records and settled bank deposits, including where to see destination bank details on payouts.

Payments and Payouts

CoolPay Hub: Reviewing and Approving Recurring Payments

Why allowing Automated Clearing House (bank account draft) transactions lowers donor fees but shifts the return/fraud risk to your organization, and how to enable it per donation form.

Understanding ACH Risks in CoolPay

Managing Saved Payment Methods

Fixing Failed & Missed Payments

Managing a Recurring Gift

Refunding a Payment

Recurring Contributions

Recording Credit-Card Gifts

What donors see on bank and card statements for CoolPay gifts (JFI*), how to customize the text after JFI* (22 characters), and how to request a change through Support.

Bank Statement Descriptors for CoolPay Gifts

Donor Portal Login

How to create donation forms for the Donate button(s) on your website, or QR codes for your fundraising event materials

Creating Donation Forms in CoolFocus 5

How to sign-up for CoolPay - the online donation processor for your donors

CoolPay Sign-Up for CoolFocus 5

Jessica Mitchell

Jonathan Marbutt

CoolPay

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