Set up DAFpay and manage payment-account availability

How to use

Use School-Level Settings → DAFpay when authorized. Enter the requested contact information and the organization’s EIN, confirm the EIN, and follow the account setup result. Review whether the account is claimed/enabled and then inspect the intended form’s payment settings.

Important distinctions

Mismatching EIN entries are rejected. Account creation involves the Chariot nonprofit/account flow; creating a local record is not proof every form now offers DAFpay. Eligible forms can have their own DAFpay enable/disable setting.

Stripe and PayPal have separate account/configuration areas, with PayPal bank-account and authorized-representative surfaces. Use each provider’s supported onboarding flow rather than copying credentials or account IDs between schools.

Troubleshooting

Check the school account, provider status, form type, and per-form setting. Membership forms are excluded from the DAFpay form-setting eligibility. Current provider fees, grant settlement, and donor eligibility need the current provider/school information.