Create a payment request link for a donation
Step 1: Lookup ID and designation in Altru
- Copy the donor’s Lookup ID from their constituent record in Altru.
- Verify the designation name of the revenue program to which the donation will be allocated.
Step 2: Login to Link2Pay
- Login to Social Good Software.
- Click on “Development”.
- Click on “Link2Pay”.
- Click on the “Links” tab.
Step 3: Create new payment request link
- Click “Add Link”
- Enter name and click “Next”.
- Click “Donation” for the type of link and click “Next”.
- Enter or paste in the donor’s Lookup ID and click “Search”.
- Click on the constituent record found from the search.
- Choose the appropriate designation from the drop-down.
- Enter the contribution amount and click “Next”.
- Confirm the donor name, email address, designation and amount are accurate.
- Click “Add Link”.
Step 4: Send payment request email
- Locate the specific payment request you want to send.
- Click on the “…” and then click “Send request”.
- Confirm the details and click “Send request”.
After you have sent a payment request email, the ”Request date” will show the date and time the email was sent.
Create a payment request link for a donation
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"\n**Step 1: Lookup ID and designation in Altru**\n\n- Copy the donor’s Lookup ID from their constituent record in Altru.\n- Verify the designation name of the revenue program to which the donation will be allocated.\n\n**Step 2: Login to Link2Pay**\n\n- Login to Social Good Software.\n- Click on “Development”.\n- Click on “Link2Pay”.\n- Click on the “Links” tab.\n\n**Step 3: Create new payment request link**\n\n- Click “Add Link”\n- Enter name and click “Next”.\n- Click “Donation” for the type of link and click “Next”.\n- Enter or paste in the donor’s Lookup ID and click “Search”.\n- Click on the constituent record found from the search.\n- Choose the appropriate designation from the drop-down.\n- Enter the contribution amount and click “Next”.\n- Confirm the donor name, email address, designation and amount are accurate.\n- Click “Add Link”.\n\n**Step 4: Send payment request email**\n\n- Locate the specific payment request you want to send.\n- Click on the “…” and then click “Send request”.\n- Confirm the details and click “Send request”.\n\nAfter you have sent a payment request email, the ”Request date” will show the date and time the email was sent.\n\n"