Boost recurring donations this giving season with the upsell prompt!Your team can take a gift anywhere at your event — at a table, in a hallway, or standing next to the donor. The app walks through four screens: the amount, the donor's details, a review, and how to collect payment.
To take a donation:
- Tap Donate in the app, or tap Take a donation on the Home screen.
- Enter the amount, either by tapping one of the suggested amounts or by typing it on the keypad.
- If your form offers recurring gifts, choose One-time or a recurring frequency.
- If your form offers designations, tap Designation and choose one.
- Tap Continue.
- On the Donor Information screen, enter the donor's details.
- Tap Continue.
- Review the gift on the Review screen.
- Tap Collect Payment.
- Choose how to collect the payment.
When payment completes, the app confirms Donation Received and offers to start the next gift.
Note: Everything on the Donor Information screen is optional. If there is a queue, take the money and move on — an anonymous gift is better than a lost one.
What the donor sees
Nothing, until you choose how to collect. Depending on the method, the donor either taps their card on a reader, scans a QR code to pay on their own phone, or hands you their card to enter on the device. See Choosing how to collect a payment.
Options on the Review screen
Depending on how your Donation form is configured, the Review screen may also offer:
- Cover processing fees — the donor adds the processing cost so the full gift reaches you.
- Make donation anonymous — the donor's name is not shown publicly.
Where the gift lands
The gift appears in your Transactions in the administrator, alongside gifts taken through your website, and records which staff member collected it.
Important: The app needs a network connection to take a payment. If the device is offline, wait for the connection to return before collecting — see What happens if I lose internet during an event?
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