Payments
For:Administrator
The Payments module centralizes all collections of your community: donations to campaigns, fund payments, payments on donation pledges, recurring subscriptions. It automatically feeds your tax receipts, your accounting, and the tracking of donation pledges.
What do you want to do?
View my paymentsSee the list, filter, search, export.Add a paymentManually enter a donation, check, cash…Tax receiptsGenerate, edit, resend a tax receipt.Refund a paymentRefund procedure (Stripe).Recurring paymentsTrack subscriptions and automatic direct debits.Filter my paymentsAll advanced filters and ready-to-use recipes.Read the statisticsThe 4 KPIs displayed at the top of the list.Create a message campaignBulk email or SMS to filtered donors.Tax declarationAnnual tax receipts report for the legal declaration.
Before you start: understanding your payments
Each payment recorded in Unisoft is characterized by five dimensions:
| Dimension | Example | Why it matters |
|---|---|---|
| Type / reason | Donation to a campaign, payment on a pledge, fund payment | Determines what the payment contributes to and how it appears in accounting |
| Method | Bank card, check, cash, transfer, direct debit, in kind | Method used by the donor |
| Platform | Stripe, PayGreen, PayPal, GoCardless… | Technical gateway that processed the payment (online payments only) |
| Source | Online, donation kiosk, manual, mobile app | Channel through which the payment arrived |
| Status | Validated, refunded, in progress… | Current state of the payment |
👉 Understanding a payment in detail
Module overview
Once a payment is validated, Unisoft automatically triggers:
- The generation of the tax receipt if conditions are met (sufficient amount, identified donor, eligible organization)
- Sending the receipt by email to the donor
- The update of the donation pledge if the payment is attached to an existing pledge
- The calculation of the actual bank fees charged by the platform
Detailed sections
Managing my payments day to day
- View my payments — list, filters, search, statistics
- Add a payment — simple manual entry
- Add a multi-reason payment — split an amount
- Edit a payment — change contact, reason, attribution
- Delete a payment — conditions and procedure
- Refund a payment — refund via Stripe
- View payment details — 360° side panel
Browse and analyze
- Filter my payments — all advanced filters + recipes
- Search for a payment — by contact, identifier, label
- Read the statistics — KPIs in real time
- Understanding sources — online, manual, kiosk, tap-to-pay
- Understanding bank fees — gross, fees, net
Entry by payment method
- Payment by check — entry, number, collection
- Payment by transfer — identification, reconciliation
- Payment in cash — counting, traceability
- Payment in kind — goods, services, waived expenses
- Payment via donation kiosk — finalizing anonymous donations
Special cases
- Payments from a subscription — recurring child payments
- Bundled payments — indivisible grouped transactions
- Payment on behalf of a company — patronage, B2B
- Managing multi-currency payments — EUR, USD, ILS, GBP, CAD
- Verifying actual bank fees — estimation then adjustment
Communicate and export
- Create a message campaign — email or SMS from the filtered list
- Export for accountant — XLSX accounting-ready
- Best entry practices — discipline and quality
Tax receipts
- Tax receipts — generation, modification, resending
- 📊 Annual tax declaration — annual legal report (in My account)
Related modules
- 🔄 Recurring payments — subscriptions and automatic direct debits (separate module)