Set up Tap to Pay

Fundraise Up uses Stripe to process payments. For in-person transactions, Stripe requires a registered physical location — called a Terminal Location — to verify where transactions originate and route payments correctly. Before Tap to Pay can go live on your account, you need to create a Terminal Location in the Stripe Dashboard and share it with Fundraise Up.

You need Stripe admin access to complete this step. If someone else on your team manages your Stripe account, share these instructions with them.

1. Log in to your Stripe account.
2. Go to Terminal > Locations in the Stripe Dashboard.
3. Click Create Location.
4. Enter your organization's name and office address.
5. Click into the new location and copy the Location ID — it looks something like tml_Hk3Nqp7sXeZ2mYv.

Send the Location ID to your Customer Success Manager or to Fundraise Up support at support@fundraiseup.com. The Fundraise Up team will activate Tap to Pay on your account.

Tap to Pay uses the same campaigns you use for online giving — no separate setup required. Any active campaign in your Dashboard can be made available for collecting in-person donations through the app, as long as it meets the following conditions.

Go to Campaigns and check each campaign you want to use with Tap to Pay:

• The campaign is not disabled. A disabled campaign has the word Disabled next to its name.
• A Checkout Modal or Campaign Page is enabled.
• Crypto is not enabled. Check under Campaigns > [Your campaign] > Payment methods: Default payment method must be set to Money-based and the Enable cryptocurrency payments checkbox must be unchecked.
• Mailing address is not set to required. Check under Campaigns > [Your campaign] > Settings > Supporter > Ask for mailing address: the Make it required checkbox must be unchecked.
• Phone number is not set to required. Check it under Campaigns > [Your campaign] > Settings > Supporter > Ask for phone number: the Make it required checkbox must be unchecked.
• No Questions are set to required. Check under Campaigns > [Your campaign] > Settings > Questions: if any question shows a Required tag, remove it from the campaign using the three-dot menu.

If any of these conditions are not met, the campaign will not appear in the app.

We recommend creating a dedicated campaign for in-person fundraising. See Campaign setup for instructions on how to create and configure a campaign.

The Fundraise Up mobile app allows only two types of users to collect donations in person: Organization Administrators and Tap to Pay Specialists.

A Tap to Pay Specialist is a role you assign to staff members or volunteers who will use the app at fundraising events. Only Organization Administrators can add them.

To add a Tap to Pay Specialist:

1. Go to Settings > Team.
2. Click Invite user.
3. Enter the user's email address, first name, and last name.
4. Select Tap to Pay Specialist as the role.
5. Click Send invite.

Once your Tap to Pay Specialists accept their invitations, they can set up the app and start collecting donations. See Accept in-person donations with Tap to Pay for next steps.