How To Set up Payment Processing

Step 1: In the console, go to Utilities/Customize Database/Preferences

Nonprofit CRM Payment Processing

Step 2: Click on the Payments tab

Nonprofit CRM Payment Processing

Step 3: Enter payment processor information.

Go to “Payments” in the Users Guide for exactly what to enter for your payment processor.

Step 4: Test

Some merchants may provide test credit card information, if they do not, make sure payment processing works by going into the Payments area of Sumac and creating a New payment, and attempt processing it.

If you have trouble with any of these steps, watch this video or contact us!