Card payments

Go to Admin

Go to Settings

Then go to Payment Methods

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When you get started with card payments, you need to have the following ready:

Enter your email address & set a password

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Activate two-step authentication

Enter the code for two-step verification

Save the security code for your account

Select where you operate and what type of business you run

As a nonprofit organization, you choose "Non-profit" and specify whether you are a registered non-profit organization or not.

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Then press Continue

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Fill in your information

As your industry, you can specify "Charitable or social service organizations"

See all industries here

Specify a company representative

Specify who sits on the board

Enter details for payouts to your bank account

Specify how you want the statement to appear for your donors/customers

Note that your name needs to be between 5-22 characters long, and maximum 10 characters for the optional shortened name.

Also note that the images shown are only an example of a statement. You likely won't be selling T-shirts or using USD currency. Instead, the product name will be what you have in Octany and the currency will be the same as you selected in Octany.

Finally, you enter your phone number and deactivate the phone number from appearing on receipts. Thus, no phone number is visible externally, but is only an important information point in your account. If you don't have a phone number for your organization, you can therefore use your private phone number.

Press "Not right now" for Stripe tax

Review your information and submit

Then log in to your account on Stripe and change these settings:

1) Go to Settings

2) Go to Subscriptions and email

3) Change "Subscription Status" to "Mark as Unpaid"

4) Save

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These settings allow that if a number of payment attempts have been made and failed, the subscription will not be canceled, but left as unpaid. This means that the subscription can be activated again with a new charge if desired.

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Enter your email address & set a password

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Activate two-step authentication

Enter the code for two-step verification

Save the security code for your account

Select where you operate and what type of business you run

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Business
As a Business, you specify your company structure.

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Fill in your information

Specify your industry. See all industries here

Specify a company representative

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Specify who sits on the board

Enter details for payouts to your bank account

(You can find your IBAN number through your bank)

Specify how you want the statement to appear for your customers

Note that your name needs to be between 5-22 characters long, and maximum 10 characters for the optional shortened name.

Also note that the images shown are only an example of a statement. You likely won't be selling T-shirts or using USD currency. Instead, the product name will be what you have in Octany and the currency will be the same as you selected in Octany.

Finally, you enter your phone number and deactivate the phone number from appearing on receipts. Thus, no phone number is visible externally, but is only an important information point in your account. If you don't have a phone number for your business, you can therefore use your private phone number.

Press "Not right now" on Stripe tax

Review your information and submit

Then log in to your account on Stripe and change these settings:

1) Go to Settings

2) Go to Subscriptions and email

3) Change "Subscription Status" to "Mark as Unpaid"

4) Save

​

These settings allow that if a number of payment attempts have been made and failed, the subscription will not be canceled, but left as unpaid. This means that the subscription can be activated again with a new charge if desired.