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How to Configure Donation Settings for Clover POS in the Facilipay Dashboard

Set up your pre-set donation amounts, Gift Aid options, and charity details from the Facilipay Dashboard so donations are ready to take on your Clover POS.

Before You Begin

  • You must have access to your Facilipay Dashboard with permissions to manage settings.
  • Have your charity name, charity number, and average payment charge ready — Gift Aid cannot be enabled without them.

Step-by-Step: Configure Donation Settings

  1. Log Into Your Dashboard Log into your Facilipay Dashboard.
  2. Open Donations Settings Using the menu on the left of the screen, click Settings, then select Donations from the dropdown.homepage_settings_donations_red

  3. Configure Gift Aid Open the Gift Aid tab and toggle Gift Aid acceptance on or off. If Gift Aid is enabled, you can also choose which details a donor needs to enter:
    • Name, address, and postcode are mandatory and cannot be turned off.
    • Phone number and email address can each be toggled on or off, and if requested, you can also set whether they are required entries.
    Save once you're happy with the settings.
  4. Enter Your Charity Details Open the Charity Details tab and enter the charity name, charity number, and average payment charge. Click Save Changes.

    Note: Gift Aid cannot be enabled until these charity details are complete.

Tips & Best Practices

  • Complete Charity Details first if you're enabling Gift Aid: Because Gift Aid can't be turned on without the charity name, number, and average payment charge, it's quickest to fill in that tab before configuring the Gift Aid tab.
  • Use the preview: The preview on the Donation Amounts Setup tab shows how the pre-set amounts will appear on the device, so you can check the layout before saving.
  • Save each tab separately: Settings are saved per tab, so remember to click save before moving on to the next one.