The give now page is a flexible page that walks a person through the process of giving in a wizard-like fashion. Entry Step - The entry page is used to get the giving details from the guest. More information on this step and its settings can be found below.Confirmation Step - The next step in the process confirms what the guest has entered before saving and processing the transaction. The confirmation header and footer of this step can be customized from the block settings.Final Step - The final step provides the guest with the ability to save their account information (credit card or check account/routing number) for future use. It will also encourage the visitor to create a login to use for subsequent visits. Like the confirmation step, the header and footer can be updated from the block settings. The entry step is by far the most complex. Let’s look at it in more detail. Accounts - The guest will first be asked to select the dollar amount they would like to contribute to each account. The accounts that are listed are configured via a block setting.Additional Accounts - You can also configure less-frequently used accounts to be added from a list.Frequency - This setting determines if the gift will be one-time or be configured to process on a schedule of their choosing. See the section Scheduled Transactions for details on the scheduling patterns for each option. You can disable the creation of scheduled transactions using the block settings.When - This determines when the gift will come out of their bank. When used with a scheduled transaction this will be the start date for the schedule.Personal Information / Business Information - This is the name and contact information of the guest. If they're logged in, it will be auto-filled with their current information. If they change it here, this information will also be updated in the database. If they have given as a business, they can view the business name and information here as well by changing the Give As option to 'Business'.Give As - When Enable Business Giving is enabled in the block settings, both the individual and business names will appear as tabs which allow the user to view the information of each. Payment Information - This contains the credit card or checking account information needed to process the transaction. The block settings define a payment gateway for both credit card and ACH (checking accounts). If you would like to disable either of these payment types, simply leave the gateway blank for the one you would like to exclude. This block has a few other settings that you should know about. These include: Batch Name Prefix: When the transactions are downloaded from the gateway, they're assigned to a batch. You can configure the names of these batches to all start with a certain prefix.Source: For reporting, it’s good to know where a transaction came from. For instance, you might use this block on your main website or a web-based kiosk in your lobby. Knowing the source for every transaction will help you determine the success of each platform. New source options can be set up under Admin Tools > Settings > Defined Types > Transaction Source. Address Type: You'll want the address information the guest entered to be for their home address in most cases, but you can change this if you wish.Layout Style: This setting determines if the layout should be:Additional Accounts: Determines if the Add Another Account option is shown.Impersonation: This setting allows staff with proper security to enter gifts for individuals in the database. This is helpful in cases where the block is used internally.Prompt For Phone: Determines if the guest should be asked to provide their phone number on the entry screen (default is no).Prompt For Email: Determines if the guest should be asked for their email address on the entry form (default is yes).Enable Business Giving: This setting displays the option to give as a business. When enabled, the individual can toggle between their personal and business information on the Give Now and Giving History screens.Confirm Account Email Template: When a guest decides to create an account after confirming the gift, you can send them an email confirming this action. This setting allows you to select the email template to use for this email.Receipt Email Template: When a guest's gift has been processed, you can send them an email receipt. This setting allows you to select the template to use for this email. If this setting is left blank no receipt will be sent.SMS Opt-in: If you're asking for the person's phone number, this gives you the option of allowing them to opt in to receiving text messages. The message the person sees can be customized by going to Admin Tools > Settings > System Configuration | UI Settings. Transactions that occur from the Give Now page will be immediately processed through the payment gateway and added to a batch using the Batch Name Prefix block setting.