Donor Management System
Aside from adding a single and multiple Offline Contributions, you can also process live transactions in the DMS by using DMS Payments.
What is DMS Payments?
DMS Payments is our Payment Processor that can process live credit card and EFT (direct deposit) transactions within the DMS itself. You can also easily schedule automatic recurring payments of essentially any timeframe and custom instalment plans.
How can I start using DMS Payments?
DMS Payments is powered by iATS Payments. There is a simple and straightforward sign-up process in order to start using this additional feature in the DMS. To get started, please contact your Onboarding Specialist.
Offline vs Live vs CanadaHelps Contributions
What are Offline Contributions?
Offline Contributions (or just Contributions) are donations that you manually add in your DMS for your own records, and may include cash, cheque, or in-kind donations.
What are Live Transactions?
Live Transactions (DMS Payments) are donations in which you perform live transactions being processed via the DMS’s own payment processor.
What are CanadaHelps Contributions?
CanadaHelps Contributions are donations coming from your CanadaHelps.org account (Charity Profile, Custom Donation Forms, etc.) that automatically sync with your DMS. You do not need DMS Payments to accept CanadaHelps Contributions to your organization.
Each CanadaHelps Contribution is automatically synced to your DMS daily at around 6 am ET.
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1. Adding a Single Live Transaction