PushPay

Created by Emilie Macke, Modified on Thu, 27 Oct 2022 at 09:14 AM by Emilie Macke

This article is designed to help you configure Pushpay as the payment provider for ServiceReef.

 

Setting Up the Integration

Click Payment Providers in Org Settings > Integrations > Payment Providers


Click "Authenticate Pushpay Account" and follow prompts to log in to Pushpay and authorize the integration. 

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Set the Default Fund that each mission trip will default to.


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Setting up a Trip

Create a new Opportunity


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Set the fundraising requirements under the Financial Details page.


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Publish the opportunity.'


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Once the opportunity is published, navigate to Integration > Pushpay, and change the fund as needed for this specific trip. 

Depending on how your church/organization run short-term trips, you may have all funds going into a single fund on the accounting side, or may need to set this up with each trip you establish.  The good news is that once you create it once, you can clone the trip and these settings will copy over to your newly cloned trip.


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