Webconnex Payments is the in-house payment processor for GivingFuel. Webconnex Payments pricing is 2.9% + $0.30 per transaction. Right now, Webconnex Payments is only available for credit card processing, but our team is looking to offer ACH processing soon.
This article will guide you through how to add Webconnex Payments to your GivingFuel account!
Note: Right now, Webconnex Payments is available for USD and CAD. If you are planning to accept donations in another currency, we recommend using a custom payment processor.
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Step 0: Before You Start
📱 → 💻 Use a desktop computer, not a mobile device.
Gather the Required Documents
Gather the Required Documents
Nonprofits are required to submit official documents that prove their legal status. Selecting the right documents and ensuring they contain the correct information will prevent delays.
1. Proof of Business Registration
The following documents can be used as proof of your nonprofit’s registration:
IRS Determination Letter (501(c)(3) Letter): This document contains the legal organization name, EIN (Employer Identification Number), and confirms nonprofit status. It is often referred to as the "Holy Trinity" of documents because it includes everything needed to verify your organization.
Form 990: This tax form is filed by most nonprofits at the end of the year and is a strong alternative to the IRS letter.
Annual Report: While acceptable, the annual report is not the ideal document for KYC verification since it may lack the necessary nonprofit status information.
Important Note: The CP-575 (EIN assignment letter) is often mistakenly used, but it only verifies your EIN, not your nonprofit status. Ensure you provide a document that clearly shows your nonprofit status.
2. Government-Issued ID of the Authorized Signatory
The ID is used to verify the individual responsible for managing the payment account.
Accepted IDs:
Driver's License
Passport
State-issued ID
Tips for Uploading:
Upload a high-resolution scan of the ID to avoid issues with legibility.
Ensure that the name on the ID matches the information provided during account registration.
3. Bank Statements for Account Verification
To link your payment processor to your bank, you’ll need a recent bank statement or an official bank document.
Accepted Documentation:
Recent Bank Statement (within the last 12 months) or a Voided Check. The document must show:
The last 4 digits of the account number.
The organization’s name as it appears in your official records.
The bank name and logo.
Online Banking Screenshot: If providing a screenshot from your online banking, ensure it includes the date, last 4 digits of the account number, organization name, and bank name/logo.
Decide Whether to Add Multiple Processors
Decide Whether to Add Multiple Processors
A common reason for adding multiple payment processor "portals" is to connect each to a different bank account.
But you may want to add multiple payment processor "portals" even if they link to the same bank account. This can be useful for several reasons:
Separate Campaign Reporting: Keep campaign-level reporting distinct, ensuring donations for each campaign are tracked individually.
Organizational Control: Different departments or teams within the nonprofit might prefer managing their funds separately, even if they share the same bank account.
Avoid Mixing Payouts: Some nonprofits want to avoid mixing payouts from different sources to make financial reconciliation easier.
Example of multiple payment processor "portals" from the same provider
Example Scenario: A large nonprofit runs multiple fundraising campaigns, each targeting different causes. For instance, one campaign may be focused on animal welfare while another addresses homelessness. Using separate payment processors allows the nonprofit to track donations for each campaign without combining funds, simplifying both reporting and reconciliation.
Step 1: Add Webconnex Payments
Allows you to collect payment
1-2 minutes
From the top menu bar, hover over the Gear icon in the right-hand corner, and select Payment Processors
Click Add Payment Processor
In the Payment Processor field, select Credit Card
In the Provider field, select Webconnex Payments
Add a Reference Name of your choice - this is the title of your payment processor that will appear in your accounts and in reports
Deselect a credit card option if you would like to restrict donors from using certain types of cards. By default, all cards will remain selected unless you turn specific card options off
Click Next
Enter Webconnex Payments Info
Enter your Legal Business Name - This should be what appears on tax returns
Enter Legal Entity Type - Organization is for any entities filed under an EIN such as a private company, public company, non-profit, etc. Sole Proprieter would be if you file your taxes through your own social security number and not a Tax ID number
Select your Industry Code - This is less about your organization setup and more about what type of event you put on. Don't get too hung up on this. It won't make or break your approval. Just select whatever is closest.
Enter your First and Last name
Enter your Business Address
Enter an Email Address - ideally with the domain of your business website if you are a business
Enter your Business Phone number
Enter your Website
Click the Save button
Note: Once you click Save, it will take you into the Webconnex Payments portal. At this point you are ready to start accepting payments. Just know, you will not be able to receive a payout until all of you complete the verification process and are approved.
Step 1 FAQs
Why Did I Receive a Failed to Submit Error when Entering my Information?
Why Did I Receive a Failed to Submit Error when Entering my Information?
You may be receiving this error because your zip code has the incorrect number of digits, or the business phone number doesn't have a country code added.
If you encounter this error, please check that your zip code has 5 digits if in the US, or 6 digits if in Canada. In addition, please check that your business phone number has the country code (+1) added before the phone number. If you still encounter this error after checking these things, please take a screenshot and reach out to our support team.
Why can't I add the reference name I would like?
Why can't I add the reference name I would like?
Likely, you cannot use the Reference Name because one of your other payment processors is already using that reference name. We recommend using another reference name in this case.
What should I add to the Website Field if my organization doesn't have a website?
What should I add to the Website Field if my organization doesn't have a website?
If your organization doesn't have a website, we recommend using your published GivingFuel website in the Website field.
Step 2: Get "Verified" to Transfer Donations to your Bank Account
Allows you to deposit funds into your bank account by verifying your identity
10+ minutes
If you prefer watch rather than read, check out this video tutorial!
From the top menu bar, hover over the Gear icon in the right-hand corner, and select Payment Processors
Click the Setup Up Payouts button under the Webconnex Payments processor you want to verify
Select Sole Proprietorship, Company, or Partnership, or association depending on your organization type
Select the Add button next to all each of the required categories, and enter the required information in each of these fields
Read more about this process here.
Note: Once you have submitted all of the information, your information will remain in review. The review process can take up to 48 hours to complete. If your information has been in review for longer than 48 hours, please reach out to our support team.
Step 2 FAQs
Why do we need to go through verification?
Why do we need to go through verification?
Financial banking laws and credit card regulations with the card brands (Visa, Mastercard, and American Express) require us to verify every person and organization to make sure they are legitimate and not up to shady things. We know it is a small pain. The regulations require us to obtain this from you again since we will be your new payment processor.
What do I Do if I want funds for one donation page to go into one bank account and funds for another page to go into a different bank account?
What do I Do if I want funds for one donation page to go into one bank account and funds for another page to go into a different bank account?
Each Webconnex Payments processor can link to one bank account and process in one currency. If you'd like to direct funds to different bank accounts, we recommend setting up a new Webconnex Payments processor for each bank account. Once you add these payment processors, you can add each GivingFuel page to the correct payment processor.
Step 3: Switch Payment Methods on your Donation Pages
Allows you to collect payment from your donation pages and send that money to Webconnex Payments
<1 minute per page
From the top main menu, go the the Pages tab, and select View All Pages
Click the pencil icon under the page you want to switch
From the menu bar, hover over the Settings tab, and select Payment Methods
Click the trash can icon next to the payment processor you want to delete
Type delete to confirm that you would like to delete this payment processor from the page
Click Add Payment Method, and select the payment processor you would like to add
Click Save
Click Publish in the top right-hand corner to switch the payment processor
Warning: To begin processing through the new payment processor, you must select Publish in the top right-hand corner. The page must be published to a payment processor before the processor can be switched.
Step 3 FAQs
Will Switching the Payment Processor Disrupt My Page?
Will Switching the Payment Processor Disrupt My Page?
No, switching the payment processor won't disrupt your page or your donors' experience. When you hit publish, it will seamlessly update the live page. You won't see any interruption in processing due to this change as long as your new processor is properly verified.
If I delete a payment processor from a page, can I still issue refunds for past donations?
If I delete a payment processor from a page, can I still issue refunds for past donations?
Yes, you can still issue refunds for past donations if a payment processor is deleted from the page. Our system will issue these refunds through the former processor.
Will my recurring donations continue to process on the new payment processor, or will people have to re-submit their donation?
Will my recurring donations continue to process on the new payment processor, or will people have to re-submit their donation?
Recurring donations will continue to process as expected. Donors will not need to re-submit their billing details. Our system will seamlessly direct active recurring donations from your current payment processor to Webconnex Payments.
When a GivingFuel page switches payment processors, any existing recurring donations will run through the new payment processor the next time a recurring donation is processed (Webconnex Payments in this case).
Overall FAQ's
What is Webconnex Payments?
What is Webconnex Payments?
We have built our own integrated payment processing service that uses the same infrastructure that powers eBay, Microsoft, Spotify, Uber, McDonald's, Nike, and other billion-dollar brands.
What are the benefits of Webconnex Payments?
What are the benefits of Webconnex Payments?
We'll directly control customer support, escalations, technical support, new features, and more. Additionally, we are able to develop several new features around payments, including Apple Pay, Android Pay, Tap to Pay, and several other hardware and POS related options.
What are the payment processing fees?
What are the payment processing fees?
The payment processing fees are the industry standard low rate of 2.9% + 30 cents a transaction.
What will appear on my donor's bank statements?
What will appear on my donor's bank statements?
The first 22 characters of your page's title will appear on your donors' bank statements. If you update the page title, it will update in real-time for any new transactions moving forward.
Can I Process CAD and USD Donations in my GivingFuel Account?
Can I Process CAD and USD Donations in my GivingFuel Account?
Each Webconnex Payments processor can process in one currency. To process donations on one GivingFuel page in USD and a different page in CAD, your organization should set up 2 different payment processors in these two currencies.
What is the minimum transaction amount?
What is the minimum transaction amount?
The minimum transaction amount is $1 on Webconnex Payments.