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How do I Configure Payment Processors?

In order to processor payments in CircuiTree, you need to have a payment processor (cash, check, credit card, or eCheck) configured. Each Payment Processor is assigned to an Organization and is available to process payments for registrations, reservations, or store purchases where that Organization is assigned.

Here are some examples where different Payment Processors can be assigned to different Organizations.

  • Registrations / Donations
  • Summer Camp / Retreats
  • Registrations / Store
  • Multiple locations

Navigation

  1. Go to Config > Accounting > Payment Processors.

  1. Use the Criteria to filter the list of Payment Processors and then select Find.

  • Payment Type – Select one of the following:
    • Check
    • Electronic Check
    • Credit Card
    • Cash
  • Organization – Select an Organization.
  • Include Disabled – Select checkbox to include disabled Payment Processors in the results.
  1. Select  to Edit or   to remove.

Add Payment Processor

  1. In the lower right-hand corner, select Add Payment Processor.

  1. Enter the information in the fields and then select Save.

Cash / Check

  • Payment Type – Select Cash or Check.
  • Processor Name – Enter a name for the processor to be used internally.
  • GL Code – Enter a GL Code for where the funds will be deposited.
  • Disabled – Select to disable the processor. If any payments have been made on the processor, you cannot delete them, but you can disable them if needed.
  • Organizations – Select the Organizations that can use this processor.

Credit Card / eCheck

Typically your Business Analyst will complete this configuration after Stripe Application.

  • Payment Type – Select Credit Card or Electronic Check.
  • EFT Gateway – Select TogetherPay.
  • Processor Name – Enter a name for the processor to be used internally.
  • GL Code – Enter a GL Code for where the funds will be deposited.
  • Bank Name – Enter the name of your bank.
  • Bank Account Type – Select either Checking or Savings.
  • Bank Routing Number – Enter the routing number for your bank.
  • Bank Account Number – Enter your bank account number.
  • Merchant Description – Enter a description that will be shown on your customer’s statement.
  • EIN – Enter your Employer Identification Number.
  • Saleslink Use Only – Select if only using a processor with SalesLink.
  • Disabled – Select to disable processor. If any payments have been made on the processor, you cannot delete them, but you can disable them if needed.
  • Credit Cards – Select the credit card brands that you want to offer.
  • Organizations – Select the Organizations that can use this processor.

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