Connection Card Pro Help & Documentation

Last Updated: Mar 7, 2024 9:24 AM

Online Giving Settings

With Connection Card Pro’s included online giving, all donations and payments given through Connection Card Pro are automatically recorded in your ledger, saving you time and work!

Your giving settings allow you to determine which options you would like to offer or allow to your donors and for online payments such as Event Registrations.

Connection Card Pro will become your payments provider. Your organization name will appear on your donors’ and customers’ bank statements.


1) Set up your Payment processing account 1st at Account > Giving Setup.

2) Set up your Chart of Accounts at Accounting > Financial Settings > Chart of Accounts.

Once your Payment Processing Account has been verified and approved (approximately 1-2 business days), and you have your Chart of Accounts set up, you can now go back to:

From the left menu:
Account > Giving Setup

Payment and Donation Settings: 

Note: Giving transactions will be batched and then transferred to your bank account. Through FortisPay, batches are automatically closed at the end of each day and transferred to your bank account in the next 1-2 business days. For Stripe, batches are usually sent once a week.  

You can set up more Giving Designations and Links by going to Accounting > Financial Settings > Designations & Unique Links.  See our help doc for giving designations and links here.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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