Give families and friends the flexibility to make payments in the Planning Center.
✋ To use this feature, you need to be registered with First American.
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 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 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.
Things to note
Payments made in Planning Center show (PC) after the Source on the Payments & Adjustments page.
Payments made in Planning Center cannot be edited on the Payments & Adjustments page.
Payments made in Planning Center can be refunded on the Payments & Adjustments page.
Refunded payments will create another line item on the Payments & Adjustments page as well as in the Planning Center.
When a payment is made, you'll see the following message in the Activity Feed:
A $ payment was made in the Planning Center
Need more information?
Need Help? Email us at support@passare.com or call (800) 692-5111.