Learn how to enable and manage cheque payments on your Zeffy forms by editing the form settings and tracking payments manually
Enabling Check Payments at Checkout
If you would like to accept payments by cheque, you can suggest it as a payment method on your any of your forms! This function allows you to prompt your donors to pay by cheque & provide them instructions on how to do so. Payment by cheque is only available if they amount they are donating is $1000 or more.
In order to enable payment by cheque on your form log into your Zeffy dashboard and follow these steps:
1. Go to the "Forms" tab
2. Hover over the form name you wish to change and the edit button will appear to the far right. Click “Edit”
3. Toggle to advanced setting, where you can check the field for ‘Accept payments by cheque over $1000’
Once your donor selects the option to pay by cheque they will receive the regular confirmation email including a transaction receipt! See how to customize your thank you email here
Payment management
To view the payments your donors have made by check you can navigate the the payments tab where the transaction will be labelled as a ‘check’ payment, as circled below.
You also have the option to include any pertinent notes in each payment record. This feature proves to be quite beneficial when there are specific details that need to be recorded for accounting purposes, etc.
To do so, simply select the payment in question, and at the bottom of the left-hand pane that opens, click the ‘ + Add a note ’ as shown below to enter all the details necessary.
In the case that a cheque wasn’t received or a similar case, it is not currently possible to delete a transaction. If you would like to see this offered please vote on the feature request here to help our team prioritize your suggestion, and you'll be informed via email with any updates on its implementation! We work on developing requested features every week, so improvements are always on the way! :)
You can also add ‘Cancelled’ in the note section of your payment to help you keep track!
Automatic tax receipts are not generated for cheque payments. Therefore, you will need to manually add them once the cheque is received. For guidance on generating a manual tax receipt for your donors, you can refer to this article.