Payment Setup

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Introduction

Filling out the Form

 

Introduction

The Payment Setup page is a standard form that features fields to capture financial information about your campaign or organization. The Payment Setup page must be filled out before you can use the Credit Card Fields Block in the Web Form Module.

  • The Payment Setup page can be accessed by hovering over the Web Forms section in the Navigation Menu, and click the Payment Setup button.

 

Filling out the Form

Organization Information - Use these radio buttons to select your type of organization.

 

Your Organization's Receipt Information

Organization Name - The name of your organization.

Business Website - The URL for your organizations/campaigns website.

Email Address - The email address of the individual who should receive the receipts.

Add your Organization's Logo - (Optional) The logo for your organization.

Committee Name - The name of your committee/organization.

Doing Business as (DBA) Name - The name of the established committee that

Tax Identification Number (or EIN for US Businesses) - The tax identification number for your organization.

This Business accepts VISA or MasterCard independently of PDI - Activate this checkbox if you use other methods outside of the program to collect payments/contributions through debit and credit cards.

 

Primary Contact

First Name - The first name of your primary contact for your committee.

Last Name - The last name of you primary contact for your committee.

Date of Birth - The birth date of your primary contact for your committee.

SSN - The Social Security Number of your primary contact for your committee.

Phone Number - The phone number of the primary contact for your committee.

 

Legal Entity’s Address

Address - The Address of the committee.

Address 2 - The second line of the Address of the committee.

Country - The country of the committee's address.

City - The city of the committee's address.

State - The state of the committee's address.

Zip Code - The zip code of the committee's address.

 

Bank Account Information

Bank Account Alias - The name of the Bank where the account is held.

Routing Number - The routing number of where the money will be deposited.

Account Number - The account number of where the money will be deposited.