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Managing Funds

Funds represent bank accounts for a single entity (e.g., PTA, ASB, EdFund, etc) in FutureFund.

This article applies to Platform Accounts.

Creating a Fund

  1. In the Admin, navigate to Store > Setup.
  2. Click the Add Fund button.
  3. Enter the name of the fund and the tax ID; press Add Fund.

    Fund Information

  4. Click on the Setup Live Account button next to the newly created fund.

    Fund Information

  5. Complete the form by filling out all fields.

    Fund Information

  6. Press the Migrate Fund button at the end of the form.

One this is complete, your fund is ready for use. Repeat this step for each fund needed in your account.

Notes

  • This article applies to Platform Accounts.
  • Standalone Accounts use a different system for credit card processing.

Test Credit Cards

When the school session is in test mode, use the following test credit cards to test your checkout process. Use a valid expiration date in the future, and any random CVC number, to create a successful payment.

Card Number Type
4242424242424242 Visa
4000056655665556 Visa (debit)
5555555555554444 Mastercard
2223003122003222 Mastercard (2-series)
5200828282828210 Mastercard (debit)
5105105105105100 Mastercard (prepaid)
378282246310005 American Express
371449635398431 American Express
6011111111111117 Discover
6011000990139424 Discover
30569309025904 Diners Club
38520000023237 Diners Club
3566002020360505 JCB
6200000000000005 UnionPay