GivingFuel

Know Your Customer (KYC) must be completed in order to verify you and/or your organization's identify in order to receive a payout

Organizations - Documents Needed to Complete Verification (KYC)

The Payout Report helps you to reconcile your bank deposits

Download a Webconnex Payments Payout Report

Learn what a chargeback is and what to do when and if you receive one

I received a chargeback - What do I do?

How to add Webconnex Payments to start accepting credit card, debit card, Apple Pay, Google Pay, and ACH transactions

Add a Webconnex Payments Processor to Your GivingFuel Account

View, edit, or change the bank account that receives payouts for your transactions

View or Update the Bank Account Linked to Your Webconnex Payments Account

Access and login to your Payments Portal and switch between your Webconnex Payments accounts if you have multiple payment processors set up

Log Into Your Webconnex Payments Account, Switch Accounts, and Update A Payment Processor's Name

Making sense of deposit amounts and how Rolling Balances work. Learn why your payout may contain Other Adjustments

Why doesn't my payout amount equal the transactions in the payout?

Choose whether donors see the page name or a custom static text on their credit card or bank statements

Customize What Appears on Donor's Bank Statements

Learn why pull sweeps happen, why money was debited from your bank account, and where to find the details in your payout reporting

Understand Pull Sweeps and Learn Why Funds Were Withdrawn From Your Bank Account

Learn how payout schedules work, how long transfers take, and when funds are deposited into your bank account

Understand Webconnex Payments Payout Timing and When You’ll Receive Your Funds

Ashley

Maddy

Jon Mcbirney

Webconnex Payments

GivingFuel Academy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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