The Payment Step In Nucleus Flows

Payments is an excellent method to bolster your Nucleus Flows experience. Using the Payment Step, you can take in online transactions for so many different contexts. From event tickets, to Bible study materials, to camp registrations, and more, you can capture all the details you need plus take payment all within the same Flow, without needing to redirect someone elsewhere to complete the payment phase of the registration process.

Let's take a look at how easy it is to set up a Payment Step in your Flow.

In this guide, we'll cover the following topics. Click on any one to jump ahead.

Powered By Nucleus Giving

The Payment Step in Flows is powered by Nucleus Giving. This means that all transactions that occur in Flows run from the same processing account that you open when you subscribe to Nucleus Giving. In order to utilize the Payment Step in Nucleus Flows, you need to also have an active Nucleus Giving subscription and an active processing account.

Note: This also means that all donations and transactions through the Payment Step are deposited into the same bank account as donations made through Nucleus Giving, and might be deposited together. Don't worry, though. Using the Transfers Panel in Church Settings, you'll be able to keep track of exactly which transactions were donations and which connect to a Flow submission.

If you're interested in using the Payment Step but don't have an active Giving subscription or active processing account, feel free to send our Customer Success team a message to add Nucleus Giving to your subscription: hello@nucleus.church.

Create Funds & Add Descriptions

Both Nucleus Flows & Nucleus Giving use some of the same features, one of which are Funds. This means that you will create Funds in the same place for both products: in the Financial Account of Church Settings.

To get there, click the Nucleus logo in the top left and choose Church Settings. Then select Financial Account in the main menu, and then on Funds in the submenu. Click here for a quick link.

Note: This requires that you have admin access to Church Settings and have the correct permission level to access the Financial Account. If you need to set up funds for Nucleus Flows, but don't have access to this, please contact whoever set up your Nucleus admin access to have them grant you the correct admin access and permission level.

Here, you can add and name new funds, and even add descriptions to them as needed. This is also where you can set funds to tax deductible, or non-tax-deductible. In most cases for Nucleus Flows, since they're payments for receiving some sort of "good", it's likely that all funds you create for Flows will be non tax-deductible.

To create a new fund click the + Add New button and type in a name for your fund.


Then select Tax Deductible, or Not Tax Deductible, as well as whether this fund should be available in Giving, Flows, or both. Then choose Add Now to save your selection.

If you need to edit the name of a fund, change whether it’s tax or not tax deductible, or where it’s accessible, you can click the Edit button beside the fund name.

Make sure to save any changes you make!

Note: Clicking the Edit button also gives you the option to add a description of a Fund. This is more intended for Nucleus Giving because you can only link one fund to a Payment Step in Flows (and you can't even see the name of that fund while completing the Payment Step), whereas you can have multiple funds appear in the GivingFlow. Having a description on those funds can be helpful for people not familiar with your congregation, and can help provide context of what donations to that fund will actually be used for. So while you can still add a description for a fund that's meant for a Payment Step in Flows, no one will actually see it while completing their payment.

Add & Setup The Payment Step To A Flow

To add this step, while building your Flow, hover over Payment and click Add.

Next, give your step a label. This will also be what shows up in the actual Flow. If you can't think of a good question to ask here, don't worry! You can always change this later.

Once you're done with that, click Save Changes. Then click Setup to begin customizing this step.

Note: To add other steps to your Flow, click the + Add Newbutton below the steps you've already created to view the Steps Selector.

Note: To review the options for Is this step required? click here.

You'll notice right away that the label you gave the Step is the same label here. These are linked, so any changes you make to the label here will also show up in the list of steps for your Flow. Feel free to change this if you'd like.

You can also add an optional description to help prompt people in the direction you want them to take when they answer your question.

Below this, you'll see the Summary Prefix Label. If you don't enter your own text here, whatever is "greyed" out will be what appears for this particular step's Summary Prefix label. Feel free to change this to something short (within 21 characters) that makes more sense than the default text. 

Note: To review what a Summary Prefix Label is, click here.

Now you can begin customizing how your payment step will function. You can choose between three ways someone can select the amount they will pay:

  • Fixed Amount: This shows as a single, fixed amount owed.
  • List of Amounts: This allows you to show several different fixed amounts someone can select to pay.
  • Open Entry: This allows someone to enter their own custom amount to pay.

Depending on which option you select will display a different setting below.

For Fixed Amount, simply enter the predetermined amount that is owed.

This is an example of what this looks like:

For List of Amounts, you can add multiple options someone can choose from. Simply click the + Add New button.

Then, begin adding an amount and a description for that amount.

Click + Add Another to add more options people can select from. (To remove a selection, simply click the X beside an option.)

Here's an example of what this type of Payment Step looks like:

For Open Entry, enter an amount that will already be entered into the payment amount field.

While going through the Payment Step, someone will be able to edit this amount. This is what that looks like:

Back to the Dashboard, you can also select how people can make payments:

  • Credit Card: Allows someone to manually enter their credit card information. OR they can sign into The Launcher and pull a saved payment method directly into the Payment Step.
  • Bank Account: Allows someone to manually enter their bank account information to make the transaction via ACH. (US only.) OR they can directly link their bank account via Plaid using their online banking credentials. OR they can sign into The Launcher and pull a saved payment method directly into the Payment Step.
  • Cash: Allows someone to physically provide their payment in cash. An admin can then manually mark their submission as paid.
  • Check: Allows someone to physically provide their payment with a check. An admin can then manually mark their submission as paid.
  • Other: Allows someone to provide their payment in another form that doesn't fit the above four options. (Etransfers for Canadian accounts is a good example of this.) An admin can then manually mark their submission as paid.

You can select as many or as few options here as you'd like.

Below this, you can select which fund you want all payments to be deposited to.

Lastly, you can choose to enable a Memo Field or not. This can be helpful especially when taking in payments other than via credit card or bank account.

Once you're happy with your edits, click Save Changes.

And that's it! If you're adding more steps to your Flow, scroll back to the top and click Back To Flow.

Transaction Records & Reconciliation

Any transaction that comes through the Payment Step will have its record stored safely and securely in your Nucleus Dashboard. If you'd like to see all transactions for a particular Flow, you can do so while viewing that Flow's results and selecting the Transactions tab in the submenu.

If you'd like to see all transactions for all Flows with Payment Steps, you can do so by clicking Transactions in the main menu of Flows.

We have an entire guide dedicated to helping you manage your transaction records and reconcile your bank statements. Click here to learn more.

What Next?

As alluded to above, we have an entire section dedicated to learning how to manage transaction records and reconciliation. You can read more about that here:

But if you're looking for more ways forward, you might be interested in learning some more advanced features within Nucleus Flows:

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