Recommended Reading Before You Start
Content
Instructions
Add a Gateway
In order to accept payments via your Neon CRM forms and pages, you’ll first need to set up a payment processor. Sometimes called a payment gateway, this is a service that embeds into Neon CRM & triggers the transfer of funds from one bank to another based upon input into Neon.
Neon Pay
We’ve developed our in-house payment solution, Neon Pay, to address this need.
Neon Pay is a single source for nonprofit technology and payment processing. You don’t have to manage multiple providers, which simplifies your technology footprint and saves precious operations resources all while our competitive and straightforward payment processing rates save you money.
Neon Pay allows you to authorize & capture payments from all major credit cards (Visa, Mastercard, Discover, AmEx) as well as echeck/ACH. Disputes can be managed from within the Merchant Portal, including evidence management.
We provide a secure service. All payments are tokenized and no card or bank account information is stored in a Neon One application. Our toolset is PCI compliant and contains fraud monitoring at the transaction level. For more information see: How do I sign up for Neon Pay?
Third-Party Gateways
If you wish to connect Neon to an external payment processor, several third-party gateways are available.
-
Authorize.net & Compatible Merchant Account Vendors**
- www.authorize.net
- 888-323-4289
- Offers Credit Card Processing & E-Check Processing
- Includes Gateway and Merchant Account*
- * Note: in order to process American Express payments through this provider, you must also have an account with American Express and agree to their terms and conditions.
- **Authorize.net is also compatible with +90% of the banking and credit card industry. If you have an existing relationship with a merchant account processor or bank that is not on this list, you may be able to purchase a basic gateway from Authorize.net allowing Neon CRM to work with your existing processor. Check with Authorize.net to see if they are compatible with your existing vendor.
-
IATS
- www.iatspayments.com
- 866-300-4287
- Offers Credit Card Processing
- Includes Gateway and Merchant Account
-
CardPointe
- www.cardconnect.com
- 877-828-0720
- Offers Credit Card Processing & E-Check Processing
- Includes Gateway and Merchant Account
Limitations of using an Alternate Gateway:
- Using an Alternate Gateway does not enable Next Generation Events, but you can use Legacy Events.
- Cannot use both an Alternate Gateway and Neon Pay
- Refunds cannot be initiated through the CRM
1. To add one, navigate to Settings cog and select Global Settings.
2. Under Payments & Transactions, select Payment Gateways.
Canadian & Other International Organizations
Currently, Neon Pay is limited to US-based organizations. If your organization is internationally-based, you’ll need to use one of our supported third-party payment gateways. For more information see: How do organizations based outside of the US process payments?