Guide to Signing Up for OfferingMate

Signing Up for OfferingMate

Welcome to OfferingMate! Submitting your enrollment application is an essential step in setting up online giving for your church. By completing this process, you can start processing donations immediately. It’s important to ensure that all provided information is accurate and complete. Any inaccuracies or missing details might prevent your church from receiving online donations or deposits until your account is fully boarded. This guide will walk you through every step of the application process, helping you to set up your account.

Prepare Essential Documents

Before you start the application, ensure you have the following items ready:

  • Legal Documents: Digital copies of your church bylaws, Articles of Incorporation, or 501(c)(3) certificate.
  • Legal Name: The full legal name as it appears on IRS or other legal documents.
  • Tax Details: Your organization's Tax ID/EIN.
  • Banking Information: Details of your bank account, including online banking login, routing, and account numbers.


Enrollment Application 

Navigate to Finance > OfferingMate Signup from the Main Menu.

1. Review Terms and Conditions Carefully read the terms and conditions. Click [Continue] to proceed. Understand the requirements for verification and supporting documents.

2. Upload Legal and Essential Documents

Click [Browse] to select your document files (only picture or PDF formats). Click [Open], then [Sign Up] to move on to the Merchant Application.

3. Complete the Merchant Application

  • Business Section: Choose NONPROFIT as the category, verify the country, confirm you are not a public company, and enter your legal business name, statement descriptor, industry code (8661 – Religious Organizations), EIN, and contact details.
  • Business Details: Fill in the business overview, address, and account login information. Provide details about expected transaction volumes and amounts.
  • Owners: Enter owner information including names, contact details, DOB, SSN, business title, and home addresses. Add additional owners if applicable.
  • Bank: Link your existing bank account or enter bank details manually.
  • Terms & Conditions: Review, print, or save the documents.
  • Click [Sign Up] after agreeing to the terms and confirming your information.

4. Confirmation and Follow-up

  • After submitting your application, a confirmation link will be sent to your email. You must confirm your account before it can be activated.
  • A SteepleMate team member will reach out to assist with any further steps.

For any questions or assistance, please contact our support team. Thank you for choosing SteepleMate!



      • Related Articles

      • OfferingMate: Settings and Management Handbook

        Congratulations on starting your journey with SteepleMate! If you are reading this guide, you might already be set up with us—fantastic work! If you haven't signed up for OfferingMate yet, you can do so here. OfferingMate: Getting Started and the ...

      • OfferingMate: Getting Started and the Essentials

        We are thrilled to assist you on your journey to enhance your giving programs. Getting started with us is straightforward, but having the right information at your fingertips will ensure a smooth and efficient registration process. Below, we detail ...

      • Managing & Exporting QR Codes for OfferingMate

        QR codes are a convenient and efficient way for your donors to access the giving features in SteepleMate. By scanning a QR code, donors can quickly make donations or pledges directly from their smartphones. This guide will explain how to create, ...

      • How to Set Up Payment Categories for OfferingMate

        Streamline the process of recording contributions, track expenses accurately, and ensure that each financial entry is allocated to the correct budget. This classification aids in detailed financial reporting and analysis and simplifies compliance ...

      • SteepleMate Launch Roadmap: Piecing Together Your Church's Success

        Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...

      • Recent Articles

      • Can Online Giving Features Be Hidden in the SteepleMate System?

        SteepleMate understands that not every church chooses to use online giving within the SteepleMate System. This preference is acceptable, and churches are free to determine the giving approach that best serves their congregation. A church’s decision ...

      • Why Church Website Images Can Get Cut Off

        When updating your church website’s Home (Hero) section, it’s important to understand how responsive design works. Modern websites automatically adjust to fit different screen sizes, including: Desktop computers, Tablets, Mobile phones Because of ...

      • Connect Center (Web Kiosk) Customization

        What is the Connect Center (Web Kiosk)? The Connect Center, also referred to as the Web Kiosk, is the web-based interface churches use to allow congregants to: Sign in for prayer or fasting Submit prayer requests or testimonies View announcements ...

      • Why Some SteepleMate Emails Don’t Send from Your Church Gmail

        Why do some SteepleMate emails show SteepleMate/Pentesoft as the sender instead of our church email? When you connect a church email account to SteepleMate, SteepleMate tries to send every message through that email account first using the secure app ...

      • Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate

        This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...