How to set up the Round Up for Charity feature

Turn on the feature

1. On the File menu, click Setup.
2. In the Paladin Configuration window, click the Charity tab.
3. In the Charity Options pane, select the Enable Roundup for Charity tab.
4. Click Save.

Add charities

On the Charity tab, you can add pre-defined charities and your own charity choices to the Charities list.

Two pre-defined charities are available:

• American National Red Cross
• Children’s Miracle Network Hospitals

To add a pre-defined charity, follow these steps:

1. In the Charities pane, click New.
2. In the Charity list, select a pre-defined charity.
3. Click Save.

Note: You cannot make name or logo changes to a pre-defined charity.

To add a charity that is not pre-defined, follow these steps:

1. In the Charities pane, click New.
2. In the Charity box, enter the charity’s name.
3. Optional: To upload a logo, click Upload, and then browse to the logo image.
   Logos must use one of these image formats:
   • PNG
   • BMP
   • GIF
   • TIF

   JPEG logo images are not supported. If you do not upload a logo, a default heart logo will be used.

4. Click Save.

Select the charities that will appear at checkout

During the checkout process, in the Round up for Charity window, you can offer customers a choice of up to four charities.

To set the number of charity options that will appear, follow these steps:

1. In the Charity Options pane, in the Number of active charities list, select a number between one (1) and four (4).
2. Click Save.

A charity will appear in the Round up for Charity window at checkout when it is in an Active charity position in the Charities list. The Number of active charities value determines the number of Active charity positions. These positions are always at the top of the Charities list. You can change a charity’s position by using the up and down arrows.

Example: If the Number of active charities is two (2), then the top two charities in the list will always be Active.

To change a charity’s Status from Inactive to Active, use the up arrow to move it into one of the Active positions.

In the Round up for Charity window, Active charities will appear in the same order that they appear in the Charities list.

When you have selected and ordered the Active charities, the Round up for charity set up process will be complete, and you can close the Paladin Configuration window.

Learn more:  About the Round Up for Charity feature