Give families and friends the flexibility to make payments in the Planning Center.
To use this feature, you need to be registered with Passare's payment processing company, First American. Not registered? Click here to get started.
Video
Set up the feature
First, turn on the feature.
Go to Admin > Org > Planning Center > Payments.
Turn Show in Planning Center to On.
Then, select the Financial transaction that you would like Planning Center transactions to go to.
Note: You must select a First American 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 will be visible on the main Payments page to members that have Editor permissions.
You'll see the Name, Date, Payment method, Status, and Amount.
Note: 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.
Passare
Payments & Adjustments
Payments made in the Planning Center have (PC) after the Source on the Payments & Adjustments page.
Payments from the Planning Center can't be edited on the Payments & Adjustments page; they can only be refunded.
Refunded payments will create another line item on the Payments & Adjustments page as well as in the Planning Center.
Activity Feed
When a payment is made, you'll see: A $ payment was made in the Planning Center message in the Activity Feed.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111.