Membership Widget - Financial

Overview

The Financial section lets you configure the GL Code and Campaign that will be assigned to membership payments and any additional donations made through the Membership Widget.

Setting these correctly helps ensure payments are coded correctly for reporting and reconciliation.

Open the Membership Widget

1. Go to Admin > Widget Configuration.
2. Find the membership widget you want to edit.

3. Select Edit next to the widget name.

Please note: If you are creating a new widget, select Create Membership Widget. We recommend starting with the Form Options article in the Membership Widget article series for guidance on setting up a new widget.

4. Select Financial from the menu on the left.

The Financial section of the widget allows you to set the Campaign action and GL Code to be assigned to each membership payment and any additional donations. This is important so that your organisation can easily report and reconcile funds.

Donation Financial Details

Use these settings to configure the financial coding for additional donations made with a membership payment.

If no GL Code or Campaign is selected in the options below then all general donations will default to:

Donation Financial Details	Explanation
	Select the GL Code that should be assigned to any additional donation made with a membership payment. All active GL Codes will be available in the drop-down list.
	Select the Campaign that should be assigned to the donation and membership payment. All active Campaign Actions will be available in the drop-down list.

  The selected GL Code will only apply to the additional donation amount and not the membership payment itself.

The selected Campaign will be assigned to both the membership payment and any additional donation made through the widget.

Please note: If no GL Code or Campaign is selected, additional donations will use the Membership Widget's default financial coding.

Membership Financial

Use these settings to configure the financial coding for the membership payment.

Membership Financial Detail	Explanation
	Select the GL Code that should be assigned to the membership payment. All active GL Codes will be available in the drop-down list.

The selected GL Code will be applied to the membership payment submitted through the widget.

Default Financial Coding

If no GL Code or Campaign is selected in the relevant settings, additional donations will use the default financial coding for Membership Widgets:

• GL Code: WebMembership
• Campaign: WebMembership2020

Please note: The default financial coding may vary depending on your organisation's configuration. If you are unsure which GL Code or Campaign to use, please check with your organisation's finance team.

Gateway Processing Fee

The Gateway Processing Fee option allows the member to choose whether they would like to cover the payment processing fee associated with their membership payment.

Fee financial	Explanation
	Enable this option to display a checkbox beneath the membership and/or donation amount. Once the donor enters an 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.

Next steps

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

Widget Code – Generate the code required to add your Membership Widget to your website.

> Next, Widget Code

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