20.1. Before Taking Donations - Do These Things

There are a few important things to know before you start accepting donations in Clinic HQ. This page will guide you through those details.

Before accepting donations through Clinic HQ, please make sure you’ve completed the following steps:

1. Set up a pre-paid funding partnership (Donation Pot).
   Follow the steps HERE to create a pot for placing and tracking donations. You can create more than one donation pot to organize different funding goals.

✅ Pro Tip: You can set up multiple donation pots for specific causes. For example, your organization might have a Spay It Forward fund, a Community Cat fund, and a Pitbull fund to cover the cost of surgeries for these subgroups. Each fund can have its own “pot” where related donations are tracked.

2. Consider using HQ credit card processing.
   While you’re not required to use HQ Processing, it’s fully integrated with the donation system — making transactions smooth and efficient. Plus, we’ve negotiated some of the lowest processing rates in the industry on your behalf.
   To learn more or get started, visit this page.