Learn how to Navigate the DAF Manager page in this step-by-step guide. This help guide will cover how to navigate the DAF Manager page in Neon Pay.
Recommended Reading Before You Start
Instructions
Once a constituent completes a checkout form using the DAFpay payment method, the fundsare captured in Neon Pay as a “DAF Distribution.”
You have three options for managing your DAF distributions:
- You can use the tools within Neon Pay to oversee and reconcile distributions.
- If you prefer, Chariot's dashboard also offers reconciliation features.
- You may also manage distributions through your Neon One Product application such as Neon CRM, Neon Fundraise, Arts People, etc.
Let’s walk through how to navigate the DAF Manager page to manage your DAF distributions within Neon Pay.
Navigate the DAF Manager Page
All DAF distributions will be located on the DAF Manager tab. This is because DAF distributions are entirely separate from regular credit card and echeck charges. For this reason, DAF distribution information will not be found on any of the other navigation bar tabs, nor will it appear in the Monthly Statement, Payouts, or the Charge Report.
- To begin, navigate to the top of your Neon Pay dashboard and select DAF Manager from the top navigation menu.
- Once inside the DAF Manager, you'll see a list of distributions. Select the specific distribution you'd like to review.
- On the DAF Distribution Details page, you'll find comprehensive information about the selected distribution.
| Field Name | Description | |
| A. | Distribution ID | All distributions have a unique distribution ID and are assigned by Neon Pay for tracking purposes. |
| B. | Tracking ID | Only integrated distributions have a tracking ID. This unique identifier will be referenced by the DAF provider when the funds are sent to your organization for easy reconciliation. This ID is assigned by Chariot. |
| C. | Merchant ID | Your unique identifier as a merchant. |
| D. | Created For | Associated application and timestamp of distribution. |
| E. | Description | Details about the distribution's purpose. |
| F. | Amount | The total distribution amount. |
| G. | Fees | Fees applied by Chariot and/or Neon Pay. |
| H. | Net Total | The net amount received after fees. |
- Scroll down to the Payment Method Details section, where you'll see:
| Field Name | Description | |
| I. | Payment Method | The DAF Provider |
| J. | Distribution Type | The category of the distribution. |
| K. | Account Holder Name, Email, and Phone Number | Contact information of the donor. |
- Below the payment details, there is a Fees section that clearly shows the fees processed by both Chariot and Neon Pay.
At the bottom of the page, you'll find the Timeline section. This tracks all activities related to the distribution, providing a detailed history for your records.
- When a new DAF distribution is added, an email notification will be automatically sent to all registered Neon Pay users associated with the account.
If you wish to disable these email notifications, you can do so by adjusting your notification settings within Neon Pay. Simply go to your account settings, locate the notifications section, and uncheck the option for DAF distribution alerts.