How do I set up a Payment Processing Platform?

What is a Payment Processing Platform?

A Payment Processing-only Platform ("PP-only") is Numero's basic plan which gives teams access to Contribution Forms, Ticket Forms, and RSVP Forms. You can also build Electables forms to send digital collectables to your donors.

Once your first form and bank account are linked, donors can make contributions through your unique contribution link. Your team's users have access to contribution and contact details. Teams can also set up an ActBlue webhook to view both Numero and ActBlue contributions in one place. 

While Payment Processing-only platforms do not have either CRM database management or calltime accessibility, teams may start with opening a PP-only account and later open a CRM Essentials, Plus, or Pro account with Numero with ease. All of your stored contribution data will then live in your CRM account, saving plenty of time and preparation hours.

To Set Up a Payment Processing Account

To set up this type of account, please complete the form below. You will then receive a proposal and drafted account from our Customer Success team with instructions on how to begin using your PP-only platform. If you are a first-time user, we'll be in touch to schedule a short 20-minute onboarding. If you are a returning user, we will send you an invitation to your newly created account. 

Before you begin, please note you will need an established Federal Employer Identification Number or the Federal Tax Identification Number (EIN) from the IRS in order to utilize Numero Payment Processing. EIN numbers are free through the federal government and can be applied for at https://sa.www4.irs.gov/modiein/individual/index.jsp. 

*Payment Processing setup is a $25 one-time fee per committee due at set up. Payment processing fees are 3.95% per transaction and are collected at the time of the transaction (contribution). Fees vary per transaction type.