Q. How do we sort donations that come through our Sharefaith Giving account?
Within the Sharefaith Giving control panel, you can create funds that you can sort donations by. Whenever someone uses a form, registers for an event, or uses text giving, you can set up funds that receive the gifts that come in through each method and track how much of your tithes and donations go toward each one. To learn how to set up new funds, watch this helpful video tutorial that walks through the process.
Q. When will our funds be deposited into our bank account?
All of your funds will be deposited into the bank account provided on your application. All funds, from both card and e-check, are automatically deposited to your bank account 3 business days after they batch (exact timing may vary depending on your bank.) This deposit is delayed on bank holidays. You can find estimated deposit amounts and dates on the Batches page.
Q. How do deposits appear and when do we get billed?
Deposits appear in your bank account with the text HP*. Fees are deducted from each deposit. If someone donates $100 on their credit card on Monday, you'll receive the deposit on Thursday for the net amount, less the fees. This means you would receive a deposit for $97 ($100 X 3% = $3). If you are enrolled in our text giving, billing occurs on the first of the month.
Q. What payment methods are allowed? What is ACH?
With HaloPays, you can accept Visa, MasterCard, Discover, American Express and ACH (e-check). ACH is a transaction in which someone donates directly from their bank account by inputting their account and routing number. Checking accounts are recommended as most savings accounts do not allow ACH transactions.
Q. Can I have multiple giving funds?
Yes - you can add as many funds as you'd like to your giving or payment forms. Go to the Forms page and on the form you wish to edit, select "Action - Edit Funds." You can drag and drop any number of funds and fund groupings onto your form. Simple click and drag from right to left. Then rename each fund or group of funds. You can drag funds under group headings to group them together.
Q. Can donors give to more than one fund at a time?
Yes - donors can give to as many funds as they'd like to in each transaction. Once they add their first gift, they'll simply click "add another donation" to add another line.
Q. Can I do one-time and recurring donations?
Yes - with Sharefaith Giving, donors can give one time or set up a donation to reoccur regularly - weekly, bi-weekly, monthly, etc. Donors can even set an end date if they want to give for a specific period of time. This can all be done with or without creating an account within Sharefaith Giving. If a donor sets up a recurring gift without creating an account, they can edit that gift by clicking the link in their last email confirmation or receipt.
Q. How is a recurring gift updated or cancelled?
There are a few different ways a recurring gift can be managed. (1) The donor will receive an email whenever their gift is processed. In that email there is a link that allows them to manage their recurring gift. This is also true of the reminder email they receive a week beforehand. (2) On every donation form, there is a link that says “Update recurring gift.” When a donor clicks on this link, they are able to request an email giving them access to their recurring transactions. (3) If a donor created an account and setup their recurring gift within it, then they are able to edit all of their recurring gifts by logging into their account. They have the ability to change dates, payment method, amounts and designations after logging in. (4) Account administrators are able to manage all recurring gifts by going to the Recurring page under Reporting.
Q. How secure is Sharefaith Giving and HaloPays?
We like to describe our security as "secure to a paranoid level." All of our forms are secure so even if your website isn't, our forms will take care of it. HaloPays processing is PCI Compliant and we have many flags and filters in place to prevent and catch fraudulent transactions. All sensitive data is sent to our system via encrypted channels (using the same browser-based Transport Layer Security [TLS] as financial institutions).
Q. Can we refund transactions and what are the fees that apply?
Yes - you can refund any transaction by going to the Transaction page, clicking the action button then selecting “Partial Refund” or “Full Refund.” There is no fee for a refund but the original processing fees will not be refunded.
Q. We had an e-check transaction returned, what happens now?
When an e-check transaction is returned, it is usually because the donor entered an invalid account or routing number or because there was insufficient funds in the account. We do provide the exact reason on the Transactions page under 'More Info' in the drop-down menu. Within a day or two of an e-check being returned, we will automatically retrieve the funds from your bank account for the original transaction plus a $5 returned e-check fee. Unfortunately we are not able to refund the original processing fees.
Q. We had a credit card transaction reversed, what happens now?
When a credit card transaction is charged-back (or disputed), it is usually because the donor called their bank and claimed a transaction was fraudulent or unauthorized and instructed them to reverse the transaction. A chargeback is never a good thing for an organization because it can raise some flags that make your organization look as though you've charged a card when you shouldn't have. If a donor mistakenly initiates a chargeback, which also happens on occasion, we recommend they call their bank again to drop the dispute. Within a day or two of the chargeback, our system will automatically retrieve the funds from your bank account for the original transaction, plus a $15 chargeback fee. Unfortunately we are not able to refund the processing fees on the transaction.