Start your setup

1. Login to the EzyStream Dashboard (admin.ezystream.com).
2. Click ‘Reports’ > ‘Giving’ on the top blue navigation menu.
3. Fill in the form provided with some additional details we need.
4. Click Submit.
5. You may need to wait a short time while the EzyStream team reviews your account. You’ll be prompted with this if its the case.
6. Then, follow the prompts to provide the information the payment processor (Stripe) needs for processing payments. Please note that you’re unable to use an existing Stripe account.
   You’ll need:
   1. Your organisations legal entity name,
   2. Your NZBN, (if you don’t have an NZBN, please read the NZBN section on this page)
   3. A document showing your Charitable Status. (You can normally download one at the NZ Charities Register)
   4. Information about your board members including their full names and Date of Birth. You may also be prompted for photo ID for one or more board members.
7. Move onto the following sections to add:
   1. Your bank account
   2. An appeal
8. You may also like to embed EzyStream Giving into your current website. Instructions for this are also below.

You can connect multiple Bank Accounts to your EzyStream Platform. You can associate each of your appeals with its relevant Bank Account. If enabled, you can add up to a total of 6 bank accounts within EzyStream Giving.

Add your first Bank Account

1. Once inside your Giving Dashboard, you need to add your Bank Account. Simply click Accounts under Quick Actions on the top left of your Giving Dashboard.
2. Click Add Bank Account.
3. Enter your account details.
4. Click Submit.

Add additional Bank Accounts

1. Request for EzyStream to enable multiple bank accounts on your account. Any cost incurred here is purely to cover the bank fees EzyStream incurs on your behalf to pay to multiple bank accounts.
2. Follow the First Bank Account instructions above as many times as required.

Scheduled Settlement

EzyStream will automatically pay out to each of your specified Bank Accounts once a week. A transaction must be at least 7 days old to be included in this payout, and your account must have at least $100 in it.

Settle Now

If you want to access your funds before the scheduled weekly payout, or if your account is below $100, you can select to click ‘Settle Now’.

There are a few things to note:

• In order to be included in the settlement, the transaction must be 7 days old.
• A fee of $1 per account we settle to will be incurred. This is a bank charge incurred by EzyStream on your behalf.

Appeals are a powerful way of managing how your users donate to your organisation.

Each Appeal that you create will appear as an option for your users to give to. Examples of appeals could be: General Gifts, Building Project, or A Special Project.

Each appeal has it’s own settings and can be paid out to specific bank accounts if required. Understanding your Appeal settings will help you maximise the power of EzyStream Giving.

How to Setup an Appeal:

1. Click Appeals under Quick Actions on the top left of your Giving Dashboard.
2. Click Add Appeal
3. Fill in the form.
4. Appeal Name: The name you give your Appeal will be visible to your users. This is the item people are giving to within your organisation.
   • Appeal Bank Account: The account you have already loaded.
   • Sites: Select the site(s) you’d like your appeal to be made available to. If you have a Google Calendar connected to your account, these are the sites you have already created. If you only have one site, please select this.
   • Amount: Most Appeals don’t fix an amount, and are free for the user to select how much they want to give. However, if you want to create an appeal for a purpose like collecting payment for an event, you can enter the amount a user should transact.
   • Fee Type: Select whether you want your user to have the option to pay their transaction fee. See more about this below.
   • Recurring transactions: Select whether this appeal should allow recurring transactions. Most Appeals are likely to, unless it is for an event or other purpose.
   • Hide from users: If you are no longer using an appeal, or want to put it on hold, you can hide it from users. It will still show on your dashboard.
   • Hide from dashboard: If you are no longer using an appeal, or don’t want to have it so obvious on your dashboard, you can hide its total on your dashboard. This will NOT stop you getting data if someone makes a gift towards this appeal.
5. Click Submit.

Maximising the Power of Appeals

By understanding how Appeals can be configured, you can make EzySteam Giving very flexible.

Standard Configurations:

1. General Donations: Generally available to all sites, with a variable amount, and able to accept recurring transactions.
2. Projects/Special Purpose Gifts: Generally available to most sites, with a variable amount, and able to accept recurring transactions. (e.g. a Building Project)

Advanced Configurations:

1. Collect payment for an event within your Non-Profit organisation:
   • Create an appeal with the name of your event.
   • Set the amount of the appeal (e.g. $10).
   • Force the user to pay the transaction fee if you require.
   • Use a special URL for the Appeal and attach this to your Event system in whatever programme you use. When a user goes to this URL, the Appeal and its fixed amount will be automatically populated for the user.
     e.g. give.ezystream.com/to/yourorganisation/yourappeal (This URL can be copied from your Appeal List in Appeal Settings).
2. Collect payment for a product (e.g. a coffee) within your Non-Profit organisation:
   • Create an appeal with the name of your product (e.g. Coffee for one).
   • Set the amount of the appeal (e.g. $3).
   • Force the user to pay the transaction fee if you require.
   • Set the confirmation email address for the Appeal appropriately. (e.g. in the case of a coffee, you may deliver this confirmation to the cafe so they can make it).

Advanced Configurations

NOTE: Appeals for events and products don’t offer a full event or product management offering, but rather just an option to pay for a something already being managed elsewhere.

Setting Email Notifications for Appeals

EzyStream Giving can notify a different email address for each appeal when a transaction is made.
This is very useful for:

• Allowing your CEO to be notified if a large donation is made,
• Notifying a particular person who is in charge of a specific appeal/event when incoming payments are made, event if they don’t have access to the EzyStream dashboard,
• It could be as simple as notify the cafe or info desk when a transaction is made.

Understanding Fee Options

As with any Debit/Credit Card transactions, a transaction fee is incurred by our financial partners. Information on this was offered when you created your Giving Account. Your Appeal settings allow you to decide whether you, or your users cover this transaction cost.

Offer my users the option to cover their transaction fee

This option allows your user to decide whether they would like to add the transaction cost of their gift to their total gift amount. For example, when Giving $50, the user can either give a total of $50, or $50+ the transaction fee. This is a good option for organisations concerned about being transparent about the costs in taking the donation.

Force my users to cover their transaction fee

This option requires the user to add the transaction fee, and is most likely only used when collecting payment for something like an event.

Hide the transaction fee from my users

This option is our recommended option as it prevents the user having to make a choice about transaction fees. The transaction fee is dealt with within your Dashboard and is considered an administrative cost by most organisations. (In the same way that a merchant pays a fee to the bank when you use your credit card to buy lunch at a cafe).

An Example

You’d like people to contribute towards the cost of a breakfast you are running:

1. You create an appeal with a fixed amount.
2. Use the special URL for that Appeal to link to from your event. (eg. https://give.ezystream.com/to/myorganisation/breakfast
3. Once payments are received, you’ll then see all the income for that Appeal and you can code that income and receipt it accordingly.

Once you have configured your EzyStream Giving Account, loaded at least one bank account, and created at least one appeal, you also get access to both a special giving URL, and an iframe/widget, both of which can be included on your existing website.

You can access your unique Giving URL directly at https://give.ezystream.com/to/yourorganisation.

1. To find out what your unique URL is, please contact us.
2. Paste the small piece of code we offer you into a page onto your existing website as a hyperlink. This can also be used in emails and other communication streams.

You can also pop an iframe into your existing website by:

1. To find out what your unique URL is, please contact us.

2. Paste the small piece of code we offer you into a page onto the code of your existing website. You may like to adjust the height and width parts of the iframe code to suit your needs.

Scheduled Settlement

EzyStream will automatically pay out to each of your specified Bank Accounts once a week. A transaction must be at least 7 days old to be included in this payout, and your account must have at least $100 in it.

Settle Now

If you want to access your funds before the scheduled weekly payout, or if your account is below $100, you can select to click ‘Settle Now’.

There are a few things to note:

• In order to be included in the settlement, the transaction must be 7 days old.
• A fee of $1 per account we settle to will be incurred. This is a bank charge we incur on your behalf.

EzyStream makes it easy to reconcile your bank account settlement. Here’s an overview of what to do.

Understanding Batches

Each time EzyStream settles to one of your bank accounts, they create a batch payment. This includes all your received transactions within a certain period/up until a specific date. Each batch amount will exactly equal the equivalent csv transaction report generate by our system.

Accessing Reports

To see what transactions are contained within a batch:

1. Login to your EzyStream dashboard.
2. Go to your Manage menu and select Giving.
3. Click Reports in the top left corner.
4. Under Past Payouts, find the batch you’d like to reconcile.
5. Download the CSV file.
6. Open the CSV file to see all transactions, including the Gross Amount of each transaction.
7. We suggest coding each Gross Donation Amount to the Donor’s account.
8. Then code the EzyStream Fees at the bottom of the CSV to your transaction expense account. In Xero you can do this as a ‘Receive Money’ transaction with a negative amount. See the example below.
9. When combined together, this will give you a total which matches the batch total.

Example Reconciliation Transaction in Xero

Here’s what your transaction in Xero would look like. Transaction amounts are for explanation purposes and do not represent the amounts actually charged by EzyStream Giving.

You can modify the information in the emails sent to your users when they setup a donation.

Emails are generated in the following scenarios:

1. A once-off donation is made,
2. A recurring donation is setup,
3. A recurring donation is charged to the user’s card,
4. A recurring donation is unable to be charged to the user’s card (error).

To customise a template email.

1. Login to the EzyStream Dashboard
2. Click the ‘cog’ on the top right of the main navigation, next to your name.
3. Click ‘Custom Email Templates‘
4. Find the email you’d like to edit and click ‘edit’.
5. Scroll down past the template text fields, and enter the new text you would like to use:
   1. ‘Title’ is the heading of your notification, or the subject of your email,
   2. ‘Header’ is for emails only. This is the bold heading/title at the top of your email body.
   3. ‘Message’ is the bulk of your text/message.

Merge Fields

You can use the following merge fields to include data within your email. Note each merge field has a : in front of it.

An NZBN number is required to setup EzyStream Giving.

This is a number allocated to your charitable trust, similar to your Charities Number.

Every company automatically has an NZBN number generated. In some cases, charities need to request one (for free).

Start by searching for an existing number

1. Visit the governments NZBN website search tool.
2. Search for your organisation’s legal name
3. If you find it, you’re ready to use the number.
4. If one doesn’t exist, you can request one here.

EzyStream Giving is a simple, secure way to make a one-off, or recurring donation to your church.

To make a donation:

1. Open the Baptist NZ App belonging to the organisation you wish to donate to.
2. Click My Church, and search for your church if you haven’t done this before.
3. Login, or create a user account. We recommend creating a login so that your church to can send you a donation tax receipt:
   • Click the ‘person’ icon in the top left of your screen,
   • Select ‘Register’ if you don’t have an account already, or ‘Login’ if you do,
   • Enter your details as requested,
4. Find the ‘Give’ or ‘Donate’ button in the ‘Main’ menu, or ‘More’ menu of the app,
5. Select the Appeal, or cause you’d like your money to go towards,
6. Enter the amount you’d like to donate,
7. Enter your reference information if desired,
8. If available, select if you’d like to add the cost of your transaction to the total amount of your donation,
9. If available, select if you’d like your donation to regularly recur (weekly, fortnightly or monthly),
10. Select how you’d like to pay:

• If you have a card loaded with Apple or Google Pay, select this option, and you’ll be able to select your pre-saved card’
• If you’d like to load a card into the app, simple click, Continue with Card.
• Review your transaction amount
• Enter your card information
• Click Confirm.