Available payment methods and advanced functions

Once you open your Yapla account, you will have access to the credit card payment mode. This mode allows you to receive credit card payments from your members, donors or event registrants. Payments are processed directly by Yapla. No action is required on your part to receive your first payments. You will need to authenticate your account before we can transfer any payments received.

Also, there are several features that allow you to control the payment methods of your Yapla account.

Available from the Free plan

Here are the different payment options you can offer to your customers:

  • Check - Your customers can pay by sending you a check. Until you receive the check and enter the payment in Yapla, the status of your sale will be Pending Payment.
  • Cash - You can offer your customers the option to pay by cash. They must send the funds directly to you. Until you receive the funds and enter the payment in Yapla, the status of your sale will be Pending Payment.

Available from the Essentials plan

  • Payment Simulator - This feature allows you to test your payment. Use with caution.

How the Check payment method works

By clicking on the "Configure" button, to the right of the payment method, you will have access to an interface allowing you to specify the instructions your customers will have to follow to send the check.

It is possible to use the pre-formatted message, which uses your organization's name and address in Yapla, or to specifically define the instructions for the payment method.

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Available from the Plus plan

Visibility of the payment method

For payments that are made from your website, it is possible to offer one or more payment methods only to people connected to your site. You can even specify a group of people, for example, members with a specific membership type. At the payment stage, the system will check if the person is connected and will propose the payment methods you have configured.

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Available from the Premium plan

Add a payment method

The "Add Payment Method" function allows you to define an unlimited number of payment methods. This function is used by organizations that manage several bank accounts according to their activities. For example, the payment method used to receive donations may be different from the payment method used to receive payments for training activities.

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Contact our support team for more information about this function.

IMPORTANT

Don't forget to always associate the right accounting item for each payment method.

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