Organization Billing
WeGive uses Orb as its billing and metering platform. Every WeGive organization is linked to an Orb customer account via an internal identifier, and all subscription and invoice management flows through this integration.Viewing Your Billing Information
Navigate to Settings > Billing in the WeGive dashboard to view your organization’s billing details. From this page you can see your current subscription plan (including plan name and start date), your invoice history, your payment method on file, and your billing contacts.Invoices
Your invoice history is listed on the Billing settings page. Each invoice shows the amount, due date, and current status. Click any invoice to open it in a new tab, where you can view or download a PDF copy for your accounting records. WeGive invoices are auto-charged on a recurring schedule, typically on the first of each month.Payment Methods
Your organization’s payment method is displayed on the Billing page showing the last four digits of the card on file. You can update your payment method or add a new one at any time by clicking the action menu next to your current payment method. Changes take effect immediately and apply to your next billing cycle.Billing Contacts
You can add one or more email addresses as billing contacts. These contacts receive invoice notifications and billing-related communications. To update your billing contacts, edit the email field on the Billing settings page and save. Multiple contacts can be entered in a comma-separated format.Payment Processing
WeGive supports multiple payment processors so organizations can choose the setup that best fits their needs.Supported Payment Processors
WeGive integrates with the following processors: Stripe (including Stripe Connect and direct accounts), Payrix (with support for multiple merchant accounts), and Finix. Each organization has a default payment processor configured at the organization level, though individual transactions can override this default when needed.Stripe Integration
Organizations using Stripe can connect in two ways. With Stripe Connect, the organization operates through WeGive’s master Stripe account using a connected account ID. With a Direct Stripe account, the organization provides their own Stripe secret key for full control. Stripe also supports Apple Pay and Google Pay, which require domain registration. WeGive automatically registers all necessary domains — including any custom domain aliases your organization uses — for payment method compatibility.Payment Method Types
WeGive supports credit and debit cards (Visa, Mastercard, American Express, Discover, etc.), ACH bank transfers (US bank accounts), ACSS debit (Canadian bank accounts), and Apple Pay / Google Pay. Apple Pay and Google Pay are available through a connected Stripe account; Google Pay is also available through VGS wallet decryption for organizations not using the Stripe path — see Setting Up Google Pay via VGS. All payment method data is tokenized through VGS (Very Good Security) before being stored. WeGive never stores raw card numbers or bank account details. Each payment method is then tokenized with the relevant payment processor so it can be charged without exposing sensitive data.Fee Structure
WeGive’s fee system has two components: processing fees paid to the payment processor and platform fees paid to WeGive for use of the platform.Processing Fees
Processing fees are charged by the payment processor (Stripe, Payrix, or Finix) on every transaction. They consist of a percentage of the transaction amount plus a fixed dollar amount. Card transactions have separate rates for American Express (which typically carries a higher percentage) and all other card brands. ACH transactions have their own percentage rate. Processing fees can be capped at a maximum amount per transaction, configured through the organization’s product code settings.Platform Fees
Platform fees are WeGive’s fee for providing the donation platform. They are calculated as a percentage of the transaction amount, with separate rates for card transactions and ACH/bank transactions. Like processing fees, platform fees can also be capped at a maximum amount per transaction.Product Code Configuration
Fee rates are controlled by Product Codes, which are configured per organization. Each organization has product codes for card transactions and ACH transactions. A product code defines the processing fee percentages (Amex rate, other card rate, ACH rate), the fixed processing amount per transaction, the maximum processing fee cap, the maximum platform fee cap, and whether fee pass-through (cover fees) is enabled.Cover Fees (Fee Pass-Through)
When enabled, organizations can offer donors the option to “cover the fees” on their donation. When a donor checks this option, they pay an additional amount on top of their intended donation so the organization receives the full donation amount after all fees are deducted. The calculation uses a reverse formula to ensure accuracy. For a donor giving $100 with fee coverage enabled, the system calculates the total charge needed so that after subtracting all processing and platform fees, exactly $100 reaches the organization. The donor sees the breakdown — for example, “$100 donation + $3.50 fees = $103.50 total” — and the full amount they pay (including covered fees) is tax-deductible. When fees hit their configured caps, the calculation automatically adjusts. Capped fees are treated as fixed amounts rather than percentages, which changes how the reverse formula works to ensure the organization still receives the intended donation amount.Recurring Donations (Scheduled Giving)
Recurring donations in WeGive are managed through the Scheduled Donation system. A scheduled donation represents an ongoing commitment by a donor to give at a regular interval.Supported Frequencies
WeGive supports the following recurring frequencies: daily, weekly, every two weeks (bimonthly), 1st and 15th of each month, monthly, quarterly, every six months (semiannual), and yearly. Note that some CRM integrations support only a subset of these frequencies — for Virtuous specifically, only weekly, monthly, quarterly, and yearly are mapped to a supported sync value; daily, bimonthly (every two weeks), 1st-and-15th, and semiannual frequencies are not supported and will not sync to Virtuous.Creating Recurring Plans
Recurring donation plans can be created in several ways. Donors can set up recurring gifts through a checkout form that has recurring options enabled. Staff can create recurring plans manually through the dashboard using the Charge Donor interface. Plans can also be imported from other systems, including existing Stripe subscriptions — WeGive can migrate these into its own recurring donation system.Recurring Plan Statuses
Each recurring plan shows one of these statuses, evaluated in this priority order (the first one that applies wins):- Cancelled — the plan has been permanently ended (soft-deleted). It can be restored by an admin but no longer runs.
- Ended — the plan reached its configured end date and stopped naturally.
- Paused — the plan has been temporarily stopped and can be resumed at any time.
- Missing — no payment method is attached. This status is commonly used for offline or manual tracking of donors who give via check, cash, or other offline methods.
- In Arrears — the most recent charge attempt failed, but the plan hasn’t been paused yet.
- Ending Soon — the plan’s end date is within the next month.
- Active — the plan is running normally with a valid payment method on file and no other status applies.