DonationPay In-Person Payments Guide

Use this guide to deploy the DonationPay iOS app with supported card terminals for secure, PCI-compliant payments in card-present situations like events and box offices.

• An active DonationPay membership.
• An iPhone or iPad running iOS/iPadOS 15 or later with Wi-Fi or cellular connectivity.
• The DonationPay app installed from the App Store.
• Optionally, a Stripe card reader, which can be purchased through the app.
• Access to the DonationPay portal (portal.donationpay.org) to manage users, devices, and reporting.

1. Download the DonationPay app from the App Store on your iOS device (iPhone).
2. Launch the app and sign in using a staff member's DonationPay credentials.
3. When prompted, allow Bluetooth and Local Network access so the app can discover nearby terminals.

1. If you haven't already, order a compatible Stripe terminal reader through the app (Menu > Settings).
2. Power on the terminal and confirm the iOS device has bluetooth turned on.
3. In the iOS app, make a new payment and choose "card reader" as your payment method.
4. Select the terminal from the list of nearby devices.
5. The terminal status indicator will turn green once the connection is established. You can pair multiple terminals and switch between them as needed.

1. From the app dashboard tap New Payment and enter the amount, optional donor information, and notes. If you'd like your donor to receive an email receipt, enter their email address.
2. Choose the payment method:
   • Tap/Chip/Swipe — follow the on-screen instructions to have the donor present their card on the terminal.
   • Manual Entry — enter card details directly in the app when the card is not present.
   • Digital Wallet — accept Apple Pay or Google Pay by tapping the device on the terminal.
3. After completion, the transaction appears immediately in the DonationPay portal under Payments.

• Issue refunds or voids from the app or the Portal. Locate the transaction and choose Refund.

• Terminal not appearing? Confirm Bluetooth permissions are granted and restart the app.
• Declined transactions? Check that the terminal has network access and retry with chip or manual entry.
• Receipt email missing? Verify the donor email address and check spam folders.
• Hardware offline? Reboot the terminal, then reconnect through Settings in the app.
• If issues persist, contact support@donationpay.org with the terminal serial number and recent error codes.

• DonationPay Portal for managing your account and viewing reports.
• API Documentation for integrating in-person and online data.
• Zapier Guide to automate follow-up actions.
• Contact your DonationPay account manager for custom hardware bundles or white-labeled kiosks.