Donation Widget - Financial

Overview

The Financial section determines how donations made through your Donation Widget are financially coded in Vega.

You can assign a GL Code and Campaign Action to standard donations, making it easier to report on campaign results and reconcile funds.

You can also configure how donor-covered payment fees are coded.

Tip: More specific financial coding rules can be configured under Advanced Configuration. These rules can override the standard settings configured here.

Open the Donation Widget

Go to Admin > Widget Configuration.

2. Find the donation widget you want to edit.
3. Select Edit next to the widget name.

4. Select Financial from the menu on the left.

Donation Financial Settings

Use these settings to determine the default financial coding for donations made through the widget.

Donation financial	Explanation
	Select the GL Code to be assigned to donations made through the widget. All active GL Codes are available in the drop-down list. Each donation will be assigned to the selected GL Code unless a more specific rule has been configured under Advanced Configuration.
	Select the Campaign Action to be assigned to donations made through the widget. All active Campaign Actions are available in the drop-down list. Each donation will be assigned to the selected Campaign Action unless a more specific rule has been configured under Advanced Configuration.

Default Financial Coding

If no GL Code or Campaign Action is selected in the Financial settings, Vega will use the following default coding for standard donations:

The year in the Campaign name is based on the year the donation is made.

Important: If you want donations from this widget to be reported against a specific GL Code or Campaign Action, select them in the Financial settings rather than relying on the default coding.

Fee Financial Settings

You can allow donors to cover the payment processing fee associated with their donation.

Fee financial	Explanation
	Enable this option to display a checkbox beneath the donation amount. Once the donor enters a donation amount, they can select the checkbox to cover the payment fee configured under Admin > Payment Gateway. When selected, the donor's payment amount includes the applicable fee.
	Select the GL Code to be used for the fee portion of donations where the donor has chosen to cover the payment fee. All active GL Codes are available in the drop-down list. When a donor chooses to cover the fee, the payment is split so that the fee portion is assigned to the selected Fee GL Code. If no Fee GL Code is selected, the fee will not be assigned a GL Code.

Direct Debit

The Donation Widget can be configured to allow donors to set up a Direct Debit donation.

The way the Direct Debit is processed depends on the payment gateway configured for the widget.

Direct Debit Processing

When Direct Debit is enabled:

• Stripe Australia – Creates a Direct Debit plan in Stripe Australia and processes payments according to the selected donation frequency.
• Flo2Cash NZ – Creates a Direct Debit plan in Flo2Cash NZ and processes payments according to the selected donation frequency.
• Other gateways – Creates a Vega recurring payment using the details entered by the donor. Vega will then automatically generate payments according to the selected frequency.

For gateways that don't directly process Direct Debits, the recurring payments can be used with an ANZ or BNZ export file to manually process the Direct Debit payments through your bank.

Important: The Direct Debit process available to donors depends on the payment gateway configured for the Donation Widget.

Direct Debit Signature

When Direct Debit is enabled for Flo2Cash NZ, or when the option is being used to record Direct Debit details in Vega, a signature box will be displayed on the donation widget.

The donor must complete the signature before they can submit the form.

The signature is saved as an image in a note on the contact and can be used as a record of the donor's authorisation.

Advanced Financial Coding

If your organisation needs donations to be coded differently based on specific criteria, you can create additional rules under Advanced Configuration.

These rules can provide more specific financial coding than the standard settings configured in this section.

Next steps

Once you've configured your Financial settings, continue with the next section of the Donation Widget setup:

Donation Options – Configure donation amounts, frequencies, and other options available to donors.

> Next, Donation Options

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”