Payment Processing and Disbursement Process

Learn how SeeMyLegacy uses secure payment processing powered by Stripe to collect funds, and how your community receives disbursements each week.

Stripe Payment Processing

When using Stripe Payments as the Participation Method, your participants will be able to contribute directly online. This saves you time and effort, and makes it easier on your community members. There are no setup fees, monthly fees, or minimums to use this service, just simple transaction fees when payments are executed.

SeeMyLegacy leverages Payment Processing from Stripe, Inc., a leading provider of digital payments infrastructure. Stripe’s infrastructure is certified to comply with the Payment Card Industry’s Data Security Standards (PCI- DSS) Level 1, the payment industry’s highest level of protection. SeeMyLegacy does not store, process, or collect credit card information submitted by customers.

SeeMyLegacy does not store, process, or collect credit card information submitted by customers.

 
More information about Stripe’s security: Stripe Services Agreement

 

Disbursement Process

Fund Disbursement

Disbursement Schedule: Every Friday, we process and send you the funds that have been received by SeeMyLegacy from the previous week's transactions, less the applicable transaction/processing fees. The definition of “Previous Week” includes all transactions received from Monday 12:00AM - Sunday 11:59PM.

Disbursement Email Notifications: You can indicate who should receive an email notification about disbursement. This email will include an Itemized CSV file with all transactions and a Disbursement Receipt file summarizing the total amount being disbursed to your community. You can see examples of these files below.

Disbursement Method: Receive Funds via Check or ACH transfer, making it convenient for you to access your earnings. You can change your disbursement method at any time. The MEMO on any ACH transaction will always be displayed as “SML Disbursements {Date Range}”.

To learn about how our refund process works, click here.

 

 

Disbursement Email Files

Every week, the designated Disbursement contact(s) will receive an email with two attachments. 

Download Receipt Example

Disbursement Receipt (PDF)

The Disbursement Receipt serves as a formal payment confirmation for funds transferred to your bank account via ACH or check.

  • Payment from
  • Payment Method
  • ACH/Check Details
  • Total Stripe Transactions
  • Total Amount Disbursed

 

Csv file - Free files and folders icons

Download Itemize List Example

 

Itemized Donation List (CSV)

This file provides a detailed breakdown of all individual transactions included in your disbursement.

  • Stripe Transaction ID
  • Referenced Item
  • Campaign Name
  • Payment Method
  • Total Amounts
  • Net Amount
  • Disbursement Date
  • Linked Disbursement Account
  • Payment Source
    • This will help differentiate between manually recorded payments from those that took place online
  • Customer’s Info:
    • Full Name
    • Phone Number
    • Email Address
    • Street Address

 

Want to View Activity in the Platform?

To access this information at a global level, go to your Community Profile, then select Manage → Activity Log from the top navigation bar. This section provides a comprehensive view of activity across all campaigns.

 

 

Track Your Campaigns’ Success in Real Time

In the SeeMyLegacy platform, each Campaign has its own Activity Log, where you can track all transactions over time. You can view your overall success or apply filters to see transactions within a specific time period, such as a particular month.