Payment & Transaction System Settings

Payment & Transaction System Settings


Payment Gateway
Tender Types
Credit Card Types
Credit Card Processing Fees
Credit Card Swiper
Solicitation Methods
Related Guides and Videos

Payment & Transaction Settings

To configure Payment & Transaction Settings, navigate here: System Settings> System Settings Home> Payments & Transactions.


Payment Gateway

In order to process credit cards or eChecks, your organization will need to connect NeonCRM to a gateway that connects to a merchant account.

Read the full guide about this process and how to set it up here.

Tender Type

The Tender Type lists all the payment methods your organization accepts. It will appear as a drop down field when entering a payment. To configure tender types, navigate to: System Settings> System Settings Home >Payments & Transactions >Tender Types.

Standard Tender Types

The list of standard tender types come pre-loaded with every NeonCRM. Credit Card (Online) is used to process a credit card transaction through your Credit Card Gateway integration (e.g., BluePay,, PayPal Pro, IATS, or Forte). Credit Card (Offline - No Charge) will NOT process the card; it simply records that the card has been (or will be) processed externally.

There may be standard tender types that you do not accept. Change the status to Inactive for any tender types that you do not use.


The Status controls what standard tender types are available to select when system users enter a transaction from the back end of Neon, as shown in the example below.

Note: The In-Kind tender type is only available for donations. Membership fees, event registration fees, and store purchases cannot be paid for with in-kind gifts.

For certain standard tender types, the Status also determines what payment options are available to constituents on your Neon forms.

Custom Tender Types

When you create a custom tender type, it will be available for system users to select when entering a transaction into NeonCRM from the back end.


All custom tender types support the following fields: Amount, Payment Received Date, Payment Note and Status. Below is an example of the payment method page when a system user selects a custom tender type.


Credit Card Type

Edit Credit Card Type to select which of the four major credit cards are accepted by your organization.

Navigate to: System Setting> System Settings Home> Payments & Transactions> Credit Card Types


To activate or deactivate a credit card type, change its status to either Active or Inactive. Click Subm

Note: If you activate American Express, make sure your gateway/merchant account is set up to accept it.

Credit Card & ACH Processing Fees

You may add a processing fee to online payments (credit card or e-check) for Donations, Store Purchases, Memberships, or Event Registrations. You would enable this setting if you would like to offer your constituents the option to bear the cost of your transaction processing fees. Processing fees are enabled separately for each type of transaction.

To configure a processing fee, navigate to:

System Settings> System Settings Home> Payments & Transactions> Credit Card Processing Fees


Your fees can be a flat-rate amount (e.g. $2 per transaction), or they can be a percentage of the purchase price (e.g. 2.9%.)

Fee Description shows how the processing fee will be labeled on the payment form. You can change this description on the Edit screen if you would prefer a different label.

Click Edit next to the transaction type for which you want to configure transaction fees.


Tip: If you include a dollar sign $ in your description, the label will automatically populate with the appropriate processing fee amount for each transaction.

If you check the box marked "Enable Optional Fee coverage?", the fee will become optional. This means that your supporters will be able to choose whether or not they want to cover your transaction fee. You can also edit the way this option is displayed on your online forms.


Note: These Processing Fees are not able to be applied if a constituent submits payment via PayPal Standard, as this externally redirects them to submit payment on PayPal's site.


Credit Card Swiper

To use a credit card swiper with NeonCRM, you must obtain the following supported devices: MSR90 Card Reader

Read the full guide about swiper requirements and use here.

To enable the swiper, navigate to System Settings> System Settings Home> Payments & Transactions> Credit Card Swiper

Check the boxes to enable the card swiper functionality on your front-end or back-end pages.


Enable card swiping on back-end payment forms

Enabling this setting has no impact on NeonCRM except allowing the use of the swiper hardware.

Enable card swiping on front-end payment forms

Enabling this setting allows the use of swiper hardware on your front-end payment forms. This could be useful for setting up payment "kiosks" where constituents can complete transactions on their own.

(Enabling this setting does alter NeonCRM's default behavior. When front-end swiping is enabled, all temporary data is cleared at the conclusion of a transaction. This means multiple people can safely complete transactions from the same computer.)


Manage your list of Solicitors. The detailed guide is found here.

To configure this list, navigate to: System Settings> System Settings Home> Payments & Transactions> Solicitors

Solicitation Methods

Solicitation Methods are the broadest way that you solicited a gift, such as a mailing, phone call, or email. To configure this list, navigate to: System Settings> System Settings Home> Payments & Transactions> Solicitation Methods.

To add a method, simply click Add and then Submit. Delete will delete a source, and the Status dropdown indicates if this method is active or not.



Campaigns are the most common way of categorizing donations. Typically, a Campaign is used to track how donations came to your organization, such as a special fundraising event, annual appeal, or year-end fundraising drive. Campaigns can also have their own specialized online donation form.

Campaigns can be organized with a tiered structure, which means you can designate a parent campaign and then assign various child campaigns to that parent group.

A list of all your campaigns can be found under Fundraising> Campaigns, or it can also be accessed in System Setting> System Settings Home> Payments & Transactions> Allocation> Campaigns.

A full Guide for creating campaigns and customizing their pages can be found here.



Funds are larger efforts than Campaigns or Purposes. You could have three or four campaigns that all contribute to your general operations fund.

To set up Funds, navigate to: System Setting> System Settings Home> Payments & Transactions> Allocation> Funds.

You will need to specify the name, code, start date, and status in order to set up a Fund.

When you mark a Fund as the default, you are given an additional option to Apply to front end (online) donations.



Purposes are a way to flag donations to be used for specific purposes. For example, people who donate to the Red Cross can say they want their donation used specifically for disaster relief. Similar to the Campaign field, Purpose can be a multi-leveled hierarchy as well and you would set up this in the same manner as the campaigns.

To configure Purposes, navigate to: System Setting> System Settings Home> Payments & Transactions> Allocation> Purposes

Name is the a required field. Defining a Super Purpose makes this particular purpose a Sub-Purpose of whichever one you choose. This means transactions that are attributed to this purpose will also be attributed to the Super Purpose.

When you mark a Purpose as the default, you are given an additional option to Apply to front end (online) donations.


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