We partner with Deluxe Payments to provide our customers with access to their product (online credit card processing), but our companies are not otherwise affiliated. Your Deluxe Payments gateway account will be generated from a form on your event site (our software), but will be provided and managed by Deluxe Payments exclusively.
The application process involves submitting information about the Individual applying for the account, the organization using the account and banking details for depositing funds. You will also need to validate the phone number you provide before submitting your application.
Once the application form is submitted, you'll receive an email with instructions for setting up your user account so you can login to your Deluxe Payments gateway account online to view/manage transactions/deposits/reports.
When your application is approved (typically 2-3 business days), the Deluxe Partner/Access Token and Gateway API password fields in your site's credit card setting will automatically update with your account credentials and your event site will be ready to accept credit card transactions.
To Set-up Deluxe Gateway:
Go to: Site Settings > Customize Your Site > Payments/Credit Card > Setup Credit Card Gateway:
Important! Please read before starting setup:
Gather this information BEFORE starting the application:
- Managing Individual's date of birth
- Managing Individual's social security number
- Organization's Legal Name
- Year Organization was legally established.
- Organization's Federal Tax Id (EIN)
- Bank Name and Address
- Bank Routing Number
Once started, the application form cannot be saved so missing information will necessitate starting over.
Your application is not submitted until you've provided your Bank info/routing number AND clicked on the ACCEPT button.
1. Returning Customers: If you have used Deluxe on a previous event site, you can migrate (copy) the settings from the previous event site. Once migrated, you can add/edit a flag to track which event site transactions originated on (see below).
2. Deluxe Payments will only approve accounts for non-profit and for-profit business organizations based in the United States (with an EIN federal tax ID). Deluxe processes both US and Canadian transactions, but only for US-based organizations.
3. The application must be completed by an individual responsible for managing the legal entity (eg Executive Director, Chief Financial Officer, President or Treasurer.)
4. The application form is provided and controlled by Deluxe Payments and some of the field labels refer to for-profit businesses rather than non-profit organizations. The instructions below detail what to enter in the fields that may not be obviously relevant to your organizational structure.
5. Hover your cursor over the field info icons to view Deluxe.com's instructions.
6. Important! If your browser has auto-fill enabled - please verify that the Business Name DBA field is NOT overwritten with an autofilled city, state or country before submitting.
Important! Largest Single Transaction and Monthly Volume amounts:
The values you provide here - if approved - create hard limits on how much can be processed in a single transaction and within a single calendar month. Entering very large numbers (eg $50,000 single transactions and $1,000,000 monthly) may seem safest - but also triggers a much more rigorous underwriting review and may result in rejection.
We recommend single transaction limits of $5000 - 10,000 for most of our customers and monthly limits of $50k MORE than your largest event earned last year. Remember that your single transaction limit should exceed all but a handful of your biggest transactions - for the outlier "big spenders" you would probably prefer a check - but if necessary, they can still pay by cc - with multiple payments, each under the single transaction limit.
To add a flag for identifying which event site a transaction originated on
Once your Deluxe Payments account is approved, the credentials will be auto-filled in the gateway payment settings of your event site. These credentials can be copy/pasted or migrated to other existing or future event sites.
To track which event site a transaction originated on - add a colon(no spaces) and a unique identifier to the end of the access token on each event site. This identifier will be included in the transaction ID and visible in the transaction history in your Deluxe Platform and First View Reports.
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