Managing Online Donations

Donation Reporting

AplosPay Merchant Center

The AplosPay Merchant Center is a centralized dashboard for managing all secured processed payments. Click, Donations in the navigation menu and select Merchant Center. Here, you can view all processed payments and their statuses. View your Last Payout, Your Next Payout and the Net Balance of your merchant account. If you need to login to WePay, click the gear icon on the right side of the screen and select Login To Wepay.

Search for specific payments based on your criteria utilizing the search function. You can also filter your payments by Type using the four tabs All Types, Settlements, Disputes, Refunds

For more information on specific payments received, click on the payment to display the receipt of the transaction. This will display the Transaction ID along with related information to the payment received. 

Lastly, any information presented on the dashboard can be exported. Click on the download icon on the right side of the screen and select Export. This will begin downloading an excel file onto your device. For more information about what each AplosPay status means view our resource Online Donation Statuses 

Online Donations Screen

The Online Donations screen allows you to view the history of all payments that have occurred through one of the online giving avenues within Aplos. You can get here by navigating from the Donations tab to the Online Donations menu to Online Donations.

Initially, you will see the following columns available for reference:

  • Donor: Name of the donor who submitted the donation
  • Gross: The total amount the donor offered to give
  • Fee: WePay’s processing fee that is deducted from each transaction
  • Net Amount: The total amount the organization receives (Gross minus the Fee)
  • Donor Paid Fee: The amount the donor opted to increase their gift to cover the processing fee
  • Status: The processing state of the transaction (see Online Donation Statuses for additional details)
  • Purpose: The designation of the gift for a specific purpose (see the Purposes Guide for details)
  • Source: The giving area this gift came from (i.e. General Form, Building Widget, Text To Give)
  • Date: When the donation attempt was received
  • Donation Note: Any additional details the donor provided in the Notes area of your Online Donation Form or Widget

You may also utilize the buttons at the top of this page to perform a filtered search by certain details, or export the full history of online donations to Excel.

Contributions & Deposits Screens

Aplos automatically records your online donations in the Donations area of the software. However, if you need to review or edit these entries, you can do so by going to either the Contributions or Deposits pages under the Donations Tab and clicking on the entry. Pro Tip: These will show with a Deposit name in the following format: Online Donation: [Date].

Once the appropriate revisions have been made, be sure to click Save to finalize these changes.

Online Donation Transactions In Accounting

When setting up your ability to receive online donations, one crucial step you’ll need to do is configure the appropriate accounts to track WePay’s processing fees and AplosPay Withdrawals in the system. 

To accomplish this, you will need to go to the Online Donation Forms screen, on the top right click the Actions button and select “Configure Online Payments”.

This will take you to a screen where you will select an appropriate Expense Account and Cash/Bank Account (from your Account List), to track this information.

If this area is not set up, the online donations that come through will not be able to track on the Accounting side of the software.

Donation Reports

Since your online donations are automatically recorded in the software, this information will also be readily available on the donation reports in the software, including Contribution Statements, which can be generated from the Donations by Contact report.

Managing Your Donors

Donation Activity: The Feed

Another way to keep track of your online donations is by reviewing The Feed.

The Feed allows you to see alerts for the following donation details:

  • Recurring Donation Changes: When a donor increases, decreases or cancels the value of their recurring donation
  • Donation Failures: When a donor tries to give to your organization using your online donation form but experiences a problem
  • First Time Donors: When you add a new donor to your database through an online donation or Contribution Management
  • Recurring Donation Successes: When you received a recurring donation

All alerts can be turned on or off, at any time, from the Settings area within The Feed.

Recurring Donations Screen

The Recurring Donations screen allows you to manage/view all recurring donations that have been set up through one of the online giving avenues within Aplos. You can get here by navigating from Donations > Online Donations > Recurring Donations.

Along with viewing essentials like Name, Amount, and Purpose, this page will also show you other vital details such as:

  • Recurring Date: The selected date for the donation to run (i.e. monthly on the first, weekly on Sunday)
  • Status: Shows if the recurring donation active or inactive
  • Last Processed: When this gift successfully processed last
  • Type: Payment Method (i.e. credit card or ACH/bank)
  • Name: Additional details if using credit card (i.e. Visa xxxx1234)
  • Alerts: If a donation needs attention due to a processing failure (i.e. processing_error: Unable to charge payment method: general decline)
  • Actions: Offers options to temporarily enable or disable a donor’s recurring donation as well as permanently cancel or remove the recurring donation from the system

Along with viewing this information, you are also able to perform a filtered search and/or export these details into Excel.

Common Questions

How can I see what payment method is used?

For one-time donations, there is not a way to see what payment method was used. The best way to figure this out would be to identify how much the fee is (which can be found on the Online Donations screen) and compare it to the Gross amount.

However, if you are looking for a recurring donation, this can be found under the Recurring Donations page.

Can I set a donation to include a non-deductible amount?

The Online Giving tools available in the system are designed to only keep track of tax-deductible amounts. If you are looking for a way to track online payments that are non-deductible (NTD), the best way to handle this would be to create an event in the Events module.

By creating tickets for NTD items, such as meals, clothing, etc., you can enter a Fair Market Value amount, which will properly record that portion of the payment as NTD. 

For more information regarding Aplos’ Events module, please see the following guide: Create an Event and Sell Tickets Online Using Aplos Event Registration.

Why Did My Donor’s Donation Fail?

If you have a donor who received a failure email regarding a recent online donation attempt, you can refer to the following list of common WePay error codes to assist your donor with understanding why their donation failed to process:

Payment Error Codes

2001: The AVS check on the payment failed (invalid billing address)

2002: The card type is not supported by the Merchant

2003: The issuing bank indicated that the card is not supported

2004: The issuing bank declined the charge but did not tell us why (generally due to a fraud check on their side)

2005: The payment method does not have sufficient funds to make the payment

2006: The card has been lost or stolen

2007: The card has expired

2008: Some of the card data was invalid (i.e. CVV, expiration date, card number, name on card)

2009: The credit card is in an invalid state for that action (i.e. it hasn’t been activated through the financial institution)

How To Help Your Donors

How To Stop A Recurring Donation

If your donor wishes to discontinue their recurring donation, you can assist them with this by going to the Recurring Donations area and utilizing the Disable or Cancel options. (See the Recurring Donations section in this article for clarification of both options.)

How To Change The Amount Or Schedule Of A Recurring Donation

This information can be updated by the donor by logging into their Donor Profile. The following guide goes over setting up this profile if the donor has not done so yet: How To Change Your Recurring Donation.

If the donor runs into any issues, they are welcome to contact our Support Team for further assistance.

How To Help A Donor Update Their Payment Method

For security purposes, payment method information can only be updated by the donor. They can accomplish this by logging into their Donor Profile. The following guide goes over setting up this profile if the donor has not done so yet: How To Change Your Recurring Donation.

For security and liability reasons, the Aplos Team cannot accept any payment information over the phone, or by email.

For further information, donors are welcome to contact the Aplos Support Team regarding any technical issues they encounter during this process.

How To Refund A Donation

If you have a donor who needs their donation refunded, you can issue that by logging into your WePay account (https://www.wepay.com/login). To refund their donation:

  1. Click Reporting.
  2. Under the Payments tab, use the date filters and email search field to locate the donation you need to refund.
  3. Click on the donation to be refunded. When the pop-up window with donation details appears, you’ll see the Issue Refund button at the bottom.

​You will also want to be sure to delete the batch for this donation on your Deposit page.

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