✋ To use this feature, you must be registered with Deluxe Merchant Services.
Not registered? Click here to get started.
Set up the feature
First, click on the Settings icon.
On the left sidebar, click Planning Center > Payments.
Toggle Show in Planning Center to On.
Then, select the Financial transaction you would like Planning Center transactions to go to.
You must select a Deluxe Financial transaction.
Planning Center
Once you've turned on Payments, your families will be able to see a Payments page under the Plan tab in the Planning Center.
From here, family members that have Editor permissions in Planning Center can Make a payment, and view payment history.
Make a payment
To make a payment, select the Make a payment button.
Enter the Payment amount.
Select either Bank draft or Credit card.
Fill in the required information based on the payment option.
Select the Pay now button.
Once processed, the family will see a Payment complete page and receive an emailed receipt.
View payment history
Completed payments are visible on the main Payments page to members with the Editor role.
You'll see the Name, Date, Payment method, Status, and Amount.
Payments made in Passare will not show as a line item in the payment history of Planning Center but will be noted in the Subtotal section under Other transactions.
Payments & Adjustments page
Payments made in Planning Center show (PC) after the Source on the Payments & Adjustments page.
They cannot be edited here, but they can be refunded from this page.
Refunded payments will create another line item on the Payments & Adjustments page as well as in the Planning Center.
Notifications
You'll receive a Passare notification when Planning Center payments are successful, declined, or charged back.
You can also receive email or text notifications for this activity.
To set this up, open your Notification preferences from the bell icon or your Profile.
Under the Planning Center section, toggle on email notifications next to Payments.
Now, for any case that you're assigned Funeral Director or Secondary Arranger, you will get notified of their Planning Center payments.
Need more information?
Need Help? Email us at support@passare.com or call (800) 692-5111.