Mastercard Setup

Role: Company Admin
Portal: Actnation company portal
Prerequisites: You have the authorized signatory's contact details available.

Purpose

Mastercard setup enables the automated bank transfer pipeline that moves your donation funds to NGOs — after each Corporate Giving voting period closes, or after each Payroll Giving monthly payroll run.

Setting up Mastercard

Complete this during onboarding or later in Company → Settings → Mastercard:

1. Enter your authorized signatory's details:
   • Full name
   • Email address
   • Phone number (with country code, e.g., +4512345678)
   • CVR number
2. Submit.
3. Your signatory receives a confirmation email. They must complete this step before payments can process automatically.
4. Monitor the connection status in Company → Payments.

Mastercard connection status meanings

Status	What it means
Active	Setup is complete. Payments process automatically after each voting period or payroll run.
Pending	Setup submitted, waiting for signatory confirmation or platform review.
Inactive	Setup is incomplete. Manual payment handling may be required.

What happens when payments are processed

1. After a voting period closes or a payroll run completes, payment records are created for each NGO.
2. A platform admin generates and sends the Mastercard payment file.
3. Mastercard processes the file and returns a response.
4. Payment statuses update to Completed (or Failed if there is an issue).
5. Each NGO receives their funds and an automatic accounting invoice.

Troubleshooting

Problem	What to do
Status remains Pending for more than a few days	Verify that the authorized signatory received the confirmation email and completed the step. Then recheck Settings.
Payment amounts are not reaching NGOs	Check the connection status and confirm payment rows exist in Payments. Contact support if the status appears stuck.

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