Office & outside

Donor Records & Statements

Year-end statements in an afternoon.

On the map →

What it does for you

• Every gift, from every channel, on one donor record
• Year-end giving statements generated and sent

+2 more we walk through on the call, with your own numbers — including what it would cost you and what we’d leave alone.

Systems we set up that do this

We place and support these. Which one fits depends on how you run the place — that’s what the walkthrough is for.

• Payroc Top-10 US acquirer with its own front and back end — and a new partnership for us.
• Clover The most widely deployed small-business POS, and the easiest one to overpay for.
• Square The one you can start today, and the one you outgrow on price.

Worth reading first

• Processing & FeesInterchange, Markup & Your Effective Rate, Explained SimplyThe one number that makes any two processing offers comparable.
• Processing & FeesThe 7 Hidden Fees Hiding in Your Merchant StatementSeven line items worth finding on your next statement.
• Processing & FeesHow to Actually Read Your Credit Card Processing StatementFind your effective rate first. Everything else follows from it.