Instructions for Electronic Giving

Transcription

1 Instructions for Electronic Giving Thank you for your interest in supporting Zion Baptist Community Church ( ZBCC ) through electronic giving. ZBCC has partnered with TelPay ( to accept financial gifts electronically. This document is meant to provide step-by-step instructions on how to: 1. Set up a free account for yourself with TelPay (used to send payments) 2. Confirm required details of your TelPay account 3. Log in to your new TelPay account 4. Issue a payment to ZBCC, including retaining documentation for your personal records The process is summarized by TelPay on their website here: It is important to follow these instructions closely and contact the Treasurer (Jeremy Fuellbrandt - treasurer@zbcc.ca), should you have difficulties with any of the steps. Missing an important piece of information (such as your envelope number) will make tracking donations for tax receipts more difficult. Following this process from start to finish will enable you to make donations electronically to ZBCC. Once your account is created and verified the process to issue a payment takes less than five minutes. For each donation you will be charged a $0.50 transaction fee, in addition to your donation, which is retained by TelPay as their fee for facilitating the service. ZBCC receives the full donation. For example, if you donate $ to ZBCC, the cost to you will be $100.50: $ will be paid to ZBCC and TelPay will receive $0.50. Contents Creating an Account with TelPay 2 Confirming Your Account With TelPay 5 Logging Into Your TelPay Account 5 Setting Up ZBCC for Your Account 6 Issuing a Payment to ZBCC 8 ZBCC Record Keeping 10 Page 1 of 10

2 Creating an Account with TelPay 1. Open your web browser and navigate to 2. Click Log In : 3. Click Sign Up+ : Page 2 of 10

3 4. Select Individual paying a business then click Sign Up+ : Page 3 of 10

4 5. You will see the following screen. Complete the form and in the Telpay Biller Code you must enter for ZBCC. Once the form is completed click Next : 6. Follow any remaining prompts to complete the registration process. Page 4 of 10

5 Confirming Your Account With TelPay Once you have completed the account creation process you will receive an at the address you provided. This will include your account number. There will be an activation link to click where you enter your login address and establish a new password for your account. TelPay will ask you to provide a copy of a void cheque and a recent utility bill. These are to confirm your personal information which will be used to make payments to ZBCC. Images of the void cheque and a utility bill can be scanned or photographed and sent to online@telpay.ca. You will need to provide your account number which was provided to you in the above . Logging Into Your TelPay Account 1. Once the above steps are complete you can log in to your TelPay account by going to and clicking Log in : 2. Enter your username and password and click Log In+ Page 5 of 10

6 Setting Up ZBCC for Your Account Once you have logged into your TelPay account you need to set up ZBCC as a biller. To do so, follow these steps: 1. Click Add a new biller : 2. Complete the form. Under Telpay Biller Code you must enter The words Zion Baptist Community Church should appear to confirm you have entered it correctly. Page 6 of 10

7 3. Next, enter your ZBCC envelope number using 4 digits under Enter your Customer Account number for this biller. If your envelope number is 2 or 3 digits please add extra zeroes before your envelope number so that it is entered as 4 digits. For example, if your envelope number is 123 you would enter If your envelope number is 12, you would enter Then click Add : 4. Congratulations! You are now set up to begin making donations electronically to ZBCC. Once you have reached this point you will not need to do the above steps over again. You simply need to login to your TelPay account and make a payment to ZBCC. Page 7 of 10

8 Issuing a Payment to ZBCC 1. To issue the actual payment to ZBCC, log in and click on Make a payment : 2. You will now see Zion Baptist Community church listed under Your Billers. Click on it: 3. Enter the following information for your donation: a. Invoice Date: This is optional and does not affect your payment in any way. If left blank, this will default to today s date. b. Invoice #: Enter the following text to designate your donation: i. General: Donations to the general ZBCC budget. ii. Capital Campaign: Donations to the Capital Campaign (building) fund. iii. Missions Trip: Donations to an active missions trip. Please be specific here. E.g Romania Missions Trip To add multiple designations to a single payment, click the +Invoice link to the right of the Amount $ column. c. Invoice Amount $: Enter the amount you wish to donate for the designation identified in the Invoice # field. Note that you need to include the decimal place and two digits after the decimal when entering the amount. d. Payment Date: Enter the date you wish to transfer the funds. The payment date is automatically populated but you may choose any future date you wish. Note however that it may take up to four days for the payment to be processed and received by ZBCC. Page 8 of 10

9 Single Designation Example: Below is an example of a donation where money is being given to only one fund (in this case, the General fund). Page 9 of 10

10 Multiple Designation Example: Below is an example of a donation where money is being given to multiple funds. This is more efficient than processing three payments and only incurs a single processing fee of $0.50. Note that the Total $ amount (in this case $450.00) automatically updates as additional invoice lines are entered. 4. Click Next. 5. Click Accept to confirm the payment. 6. You are now on a confirmation screen. You may print this screen for your personal records. 7. A confirmation will be sent to you. Processing of payments can take up to 4 business days. ZBCC Record Keeping ZBCC will receive confirmation of your contribution along with a summary of the amount paid. This information will include your envelope number and the corresponding designation for each amount as entered when you processed the payment. ZBCC will use that information to enter your donation into our record keeping systems. This includes our system for accounting purposes and our system for tax receipts. We encourage individuals to keep a record of what was given through TelPay in the event there are any discrepancies with their tax receipt for the year. Page 10 of 10