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.
Recurring Contributions: regularly scheduled contributions that create repeated CoolPay payments over time.
Create or review the donation form.
Test the donor-facing experience before sharing it publicly.
Review payments when gifts are submitted.
Confirm successful payments created the expected contribution records.
Reconcile payouts against deposits in the bank.
CoolPay records can include financial and contact information. Only staff with the right role should view payment details or reconciliation records.
