Deluxe Gateway Setup

We partner with Deluxe Payments to provide our customers with access to their product (online credit card processing), but our companies are not otherwise affiliated. Your Deluxe Payments gateway account will be generated from a form on your event site (our software), but will be provided and managed by Deluxe Payments exclusively.

The application process involves submitting information about the Individual applying for the account, the organization using the account and banking details for depositing funds.  You will also need to validate the phone number you provide before submitting your application.

Once the application form is submitted, you'll receive an email with instructions for setting up your user account so you can login to your Deluxe Payments gateway account online to view/manage transactions/deposits/reports.

When your application is approved (typically 2-3 business days), the Deluxe Partner/Access Token and Gateway API password fields in your site's credit card setting will automatically update with your account credentials and your event site will be ready to accept credit card transactions. In addition, the approved account will be available for use on all of your organizations event sites:other events sites.

To Set-up Deluxe Gateway:

Go to:  Site Settings > Customize Your Site > Payments/Credit Card > Setup Credit Card Gateway:

  1. Plus and Professional subscribers can select Deluxe Payments from the Gateway dropdown menu to access the Deluxe Merchant Account Application.
  2. Once the Deluxe application is approved, the Deluxe Partner/Access Token and Gateway API Password fields will automatically populate with the appropriate credentials.

Important! Please Read Before Starting Setup:

Gather this information BEFORE starting the application:

  • Managing Individual's date of birth
  • Managing Individual's social security number
  • Organization's Legal Name
  • Year Organization was legally established.
  • Organization's Federal Tax Id (EIN)
  • Bank Name and Address
  • Bank Routing Number

Once started, the application form cannot be saved so missing information will necessitate starting over.

Your application is not submitted until you've provided your Bank info/routing number AND clicked on the ACCEPT button.

1.  Returning Customers:   Use the button provided to connect an existing Deluxe account to additional event sites  then add/edit a flag/identifier to track which event site  transactions originated on.

2.  Deluxe Payments will only approve accounts for non-profit and for-profit business organizations based in the United States (with an EIN federal tax ID).  Deluxe processes both US and Canadian transactions, but only for US-based organizations.

3.   The application must be completed by an individual responsible for managing the legal entity (eg Executive Director, Chief Financial Officer, President or Treasurer.)

4.  The application form is provided and controlled by Deluxe Payments and some of the field labels refer to for-profit businesses rather than non-profit organizations.   The instructions below detail what to enter in the fields that may not be obviously relevant to your organizational structure.

5.  Hover your cursor over the field info icons to view Deluxe.com's instructions.

6. Important!  If your browser has auto-fill enabled - please verify that the Business Name DBA field is NOT overwritten with an autofilled city, state or country before submitting.

Things to Know about the Deluxe Application:

  1. Hover over any Information icon (“i”) for additional details about a specific application field.
  2. In the Ownership Percentage field, non-profits should enter 0%.
  3. The name entered in the Business DBA Name field is required and will appear on credit card statements.
    If you use autofill, please ensure the DBA Name is not overwritten with a city, state, or country before submitting the application.
  4. The DBA Phone and Corporate Email fields may be completed using an individual’s phone number or email address if organizational contact details are not available.
    Note: The phone number will be validated in the next step.
  5. In the Year Owned field, enter the number of years the organization has been in operation.
  6. Any attempt to process a charge that exceeds the amount entered in the Largest Single Transaction Amount Expected field will automatically FAIL.
    Please refer to the suggested levels below when completing this field.
  7. The Retailer ID is the software’s identifier for your event site. Do NOT change this value.
  8. The Owners / Certification of Beneficial Owner(s) section does not apply to non-profit organizations and may be left blank.

Important!  Largest Single Transaction and Monthly Volume amounts:

The values you provide here - if approved - create hard limits on how much can be processed in a single transaction and within a single calendar month.       Entering very large numbers (eg $50,000 single transactions and $1,000,000 monthly) may seem safest - but also triggers a much more rigorous underwriting review and may result in rejection.    

We recommend single transaction limits of  $5000 - 10,000 for most of our customers and monthly limits of  $50k MORE than your largest event earned last year.     Remember that your single transaction limit should exceed all but a handful of your biggest transactions -  for the outlier "big spenders" you would probably prefer a check - but if necessary, they can still pay by cc - with multiple payments, each under the single transaction limit.

  • When adding a phone number in the Provide Your Phone Number field enter and validate the SAME phone number that was provided in the DBA Phone field above.
  1. The Deluxe processing rate is 3% + $0.30 per transaction. Please note, that there are no setup fees, no monthly fees, and no termination fees.
  2. At this time, the software does not support ACH transactions.
  3. The Letters of Direction section of the application applies ONLY to Acorn plans. 

    For Acorn subscribers, the cost is $79 plus a 3% performance fee. The 3% performance fee is calculated based on your event’s total sales and is automatically withheld by Deluxe on credit card transactions for SchoolAuction.net.

    Performance fees related to cash, check, or other non–credit card sales will be invoiced 3–4 weeks after your event.

    The Letters of Direction section serves as formal notice that Deluxe will withhold the additional 3% performance fee on behalf of SchoolAuction.net.

Please ensure that all Bank Details are complete, accurate, and match exactly as entered in the Bank Details section of the application. Submitting an application with missing information or typographical errors may cause the form to reset and clear your application.

Once Approved: Finish Setup (optional)

Add a Flag for Identifying Which Event Site a Transaction Originated On:

Once your Deluxe Payments account is approved, the credentials will be auto-filled in the gateway payment settings of your event site. These credentials can be added to other existing or future event sites.  

To track which event site a transaction originated on - click on Advanced Settings and provide an unique identifier. This identifier will be included in the transaction ID and visible in the transaction history in your Deluxe Platform and First View Reports.

Enable Apple Pay and Google Pay:

Supported on Deluxe gateways only - more information on storing implications here.