When supporters give regularly through a payment provider, ThirdSectorBee can match each settlement the provider reports to the right recurring payment and record the payment for you. A provider connection tells it which provider account to reconcile. For platforms that collect outside ThirdSectorBee and that you manage with files, add a collection system instead.

Before you start

  • Adding, pausing or deleting a provider connection needs both relationships:write:fundraisingactivities and relationships:admin:settings.
  • Collection systems need relationships:admin:settings.
  • Set up at least one bank account and payment method first; a connection needs both. See Relationships settings.
  • For Stripe, connect your Stripe account first; see Connect Stripe. The connection needs the connected account ID, which starts acct_.
  • GoCardless connections are managed on the GoCardless integration page, not here. When the GoCardless integration is turned on, this page says “GoCardless is now set up under Integrations → GoCardless.”

Add a provider connection

  1. Open Relationships → Configuration, open any page in the Money group, and select Provider connections in the Related links at the foot of the page.
  2. Choose Add connection.
  3. Choose the Provider and enter a Name, such as “Stripe — main account”.
  4. For Stripe, enter the Connected account ID.
  5. Choose the Bank account the provider pays into and the Payment method to record. Every payment created by reconciliation is stamped with these.
  6. Choose Save.

You’ll see “Connection added. Reconciliation will pick it up on the next run.”

Adjust or pause a connection

Each connection in the list shows its name, provider and account ID, with these controls:

  • Date tolerance (days): how far from a collection’s due date a settlement can arrive and still be matched to it. It starts at 5 and saves when you leave the field.
  • Enabled: turn this off to pause reconciliation. The connection shows a Paused badge, keeps its settings and is no longer offered when setting up recurring payments.

Delete a connection

Before you delete, consider pausing instead. Deleting stops reconciliation attributing settlements for every recurring payment linked through this connection, until each one is linked to another connection.

  1. Select the delete icon beside the connection.
  2. Read the warning in Delete this connection? and choose Delete connection.

Add a collection system

  1. Open Relationships → Configuration → Collection systems.
  2. Choose Add collection system and enter a Name, such as “Bacs bureau”.
  3. Choose Save.

Active collection systems appear under External — collection run managed via files when you set up a recurring payment. Their collections aren’t reconciled automatically. Once saved, a collection system can be archived but not removed, because recurring payments may refer to it.

Next steps