Wallet

Overview

The Virtual Wallet is located in the Information tabs within the Donor Card.

The Virtual Wallet securely stores a donor’s preferred payment methods, making future donations faster and easier.

For donors, this removes friction from the giving process. Instead of repeatedly providing card details, the organization can create the payment using a saved payment method already on file. If multiple payment methods exist, the organization can confirm with the donor which card to use (for example, “the card on file ending in 0236”) and complete the transaction in seconds.

By reducing effort at the moment of donation, the Virtual Wallet makes it easier for donors to say “yes” again—while enabling organizations to process donations more quickly and efficiently.

Note: The wallet is saved only on the DRM and mobile device. For all Donary devices and platforms, there is currently no option to select a donor’s card on file.

Managing a Donors Wallet

Adding Payment Methods

Payment methods can be added to the virtual wallet in two ways:

1. Import - Tokens or Credit card numbers can be added by a bulk import. See Import Tokens.

2. Manually within the donor card:

   • In the Wallet tab, click Add Method.

   • Choose the payment type:

     • Credit Card Enter the card information along with the billing address.

     • ACH If your Donary account is set up to accept ACH payments, enter all the relevant information here.

     • Token If you have a token from a processing account, you can enter it here.

   

   • Choose if you'd like the method to be your default payment method.

   • Save your payment method.

   • A donor can have multiple payment methods saved to his virtual wallet.

• When creating a schedule: The card used will automatically be saved to the donor’s wallet.

• When a payment is declined: The system will automatically save the card to the wallet, allowing the organization to retry the payment.

Default Payment Method

• The first payment method added is automatically set as the default payment method.

• You can change the default at any time by selecting a different payment method in the wallet and marking it as default.

• The default payment method is used for bulk transactions, where multiple donors are selected for a transaction. When performing a bulk transaction, the system automatically uses each donor’s default payment method.

Removing Payment Methods

• Payment methods can be removed from the virtual wallet by selecting the method and clicking on Remove from Wallet.

• A payment method cannot be removed while it is linked to an active schedule. To remove it, first update the schedule to use a new wallet.