CoolPay is the online giving and payment-processing feature of CoolFocus that integrates contributions directly into your CoolFocus donor records. It also provides the link to use for your organization's web site giving page, as well as a QR Code to use in fundraising materials.
• Donation Forms: public online giving pages that control funds, suggested amounts, recurring options, and source tracking.
• Payments: individual card or ACH (bank draft) transactions processed through CoolPay by your donors
• Payouts: settled batches deposited into your organization's bank account. Each payout includes destination Bank Name and Account Last 4; see Payments and Payouts for how to find and group them.
• Recurring Contributions: regularly scheduled contributions that create repeated CoolPay payments over time.
CoolPay charges a processing fee on each successful payment. The rate depends on how the donor pays:
• Card (credit or debit): 2.9% + $0.30 per transaction
• ACH (bank draft / e-check): 2.0% + $0.30 per transaction
Fees are deducted from the gift amount when the donor does not cover them. Donation forms can offer donors the option to cover the fee so your organization receives the full gift amount. On each payment and contribution, you can see the Processing Fee and Net (amount minus fee). See Payments and Payouts for where those columns appear on payments, contributions, and payout exports.
1. Create or review the donation form.
2. Test the donor-facing experience before sharing it publicly.
3. Review payments when gifts are submitted.
4. Confirm successful payments created the expected contribution records.
5. Reconcile payouts against deposits in the bank. Use Bank Name and Account Last 4 on CoolPay → Payouts when you need to confirm which bank each deposit went to.
CoolPay records can include financial and contact information. Only staff with the right role should view payment details or reconciliation records.
