NZClub Fundraising
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Working form

Payment links setup checklist

Basic setup steps for online payment links.

FormatFillable printable form
Use forClub committee work
OutputDownloadable PDF

Key details

Working area

Payment Links Setup Checklist

Use for Stripe Payment Links, bank transfer links or other payment processors.

Before enabling payments

  • Confirm legal entity and bank account
  • Check GST/accounting treatment
  • Confirm donation vs payment vs sponsorship wording
  • Add privacy notice
  • Add refund/cancellation terms if selling tickets or merchandise
  • Test the payment flow
  • Reconcile payment fees in the budget

Payment page fields

  • Name
  • Email
  • Amount or product/ticket type
  • Purpose/campaign
  • Receipt wording
  • Permission to contact again

Reminder: Check funder criteria before sending. Replace sample wording with actual evidence, quotes, dates, budgets and committee approvals.