Help & Knowledge Base

Frequently Asked Questions

Everything you need to know about setting up your organization website, configuring payment integration, generating contribution receipts, and managing members.

Data Privacy, Security & Onboarding (2) Member ID Cards & Volunteer Certificates (1) Official Contribution Receipts & Annual Reporting (3) Official Website & Custom Domain (2) Payment Gateway & Direct Bank Settlement (3)

Data Privacy, Security & Onboarding

Is our donor list and contact data completely private and safe?
100% yes. Your data belongs exclusively to your organization. Portalwale never sells, shares, or accesses your donor contacts or financial ledgers. Only authorized administrators created by your organization have access to your database.
How quickly can our NGO portal be launched?

Member ID Cards & Volunteer Certificates

How do the digital Member and Volunteer ID cards work?
You can add your Trustees, Life Members, and Volunteers with their photograph, designation, blood group, and emergency contact. The system generates an official printable identity card containing a verifiable QR code. When scanned using any smartphone camera, it opens a secure page on your website confirming their active official membership.

Official Contribution Receipts & Annual Reporting

How does automated contribution receipt generation work?
Whenever a contribution or payment is completed, the system captures their name, identification details, address, and email. It automatically generates a tamper-proof PDF receipt with a unique serial number, digital seal, and QR code, and delivers it instantly via email and WhatsApp.
How does the annual record export work for institutional accounting?
Can we issue official receipts for offline cash and cheque contributions?

Official Website & Custom Domain

Can we use our own custom domain like www.mytrust.org?
Yes! You can connect any custom domain that you own (e.g. www.yourtrust.org, www.foundation.org.in, www.trust.in). Our technical team will assist you with DNS configuration, and automated free SSL security certificates (https://) are included.
Do we need technical coding skills to manage or update our website?

Payment Gateway & Direct Bank Settlement

Where do client transaction funds go? Does Portalwale take any platform commission?
100% of transaction settlements go directly from your configured payment gateway into your organization's own merchant bank account. Portalwale is a B2B SaaS software provider, never an intermediary, escrow, or payment aggregator. We charge 0% platform commission on transactions.
Which payment modes can donors and members use on our website?
What if our organization only has a direct bank UPI QR code and no payment gateway?

Still have questions or need a personalized demo?

Our institutional onboarding team is happy to answer your questions and walk your trust members through a live demonstration.

Contact Our Onboarding Team
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