Product Update

Donation and Contribution Form

Our new feature makes it easy to change payment form verbiage to better suit your audience.

Donation Receipt - cropped
September 9, 2020 | Payment Form

Use the appropriate payment language for your audience every time.

With this new feature, churches and nonprofit organizations can change the payment form language to something that is more appropriate for their paying audience, such as "Donation" or "Contribution."

 

Getting Started

To edit the Payment Form language, go to the Payment Form Settings screen. This screen is typically accessed from the Payment Form option in the sidebar menu.

Next, click Edit Information. In the Payment type dropdown selector, choose Donation or Contribution, based on your specific needs. 

Business Info Modal

Notice the language has changed on the Payment Form itself. However, this change only impacts the language on the form. In other words, the application will continue to refer to this page as a Payment Form

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In addition, the payee is given the option of making a one-time or a recurring donation/contribution from the Donation schedule dropdown selector. 

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Notice that once edited, the payment language is changed in all customer-facing interactions including the actual form and corresponding payment confirmation. 

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Image 5 - donations

 

SMB owners share their appreciation for new Donation and Contribution forms.


 

From: Small Business Executive Director
Subject: Donations and Contributions for Congregation Members
Message: I wanted to get signed up for Autobooks, because I wanted to streamline our donations from our congregation members. We were using a couple of different platforms like PayPal and Square... BUT the fees are higher than Autobooks and they require me to transfer manually. I like the idea of things being more automated. We will also use Autobooks for invoicing our members for events and such. Thanks again! 
From: Small Business Director
Subject: Switch to Autobooks - Donations & Contributions
Message: CrossRoads Counseling Ministry is just that a ministry designed to bring help to the hurting. We are a nonprofit located in beautiful Frankenmuth, MI and rely heavily on donations both to keep us operating and to help our less fortunate clients. We originally used Paypal, but wanted to use a company more local. We are excited to us Autobooks. The form for donation somehow looks a lot cleaner and I believe our donors will see the difference! Can’t wait for our donors to start using it.