Overview

Glossary

The words used across the Charitips docs, from campaign and claim to child account and fiscal receipt, each in one line with a link to learn more.

One line per term, in alphabetical order, with the page that explains it.

A to C

Access token: the key your server sends with every call. It lasts one hour. Authentication
Account: your organization at Charitips, with its own id (accountId), campaigns, users and invoices. Plans and prerequisites
Account hierarchy: a parent account that manages one child account per business customer. Account hierarchy
Activation: the step that opens a campaign to donations. It needs a charities selection and an active subscription. Activate a campaign
B2C use case: the option that lets your individual users pay for their donations and receive a tax receipt in their name. Your users give their own money
Budget: the total amount of a fixed-budget campaign, in cents, billed when the campaign is activated. Campaigns
Campaign: the rules shared by a group of donations: the charities offered, duration, budget, receipts. Every donation belongs to one. Campaigns
Cast: choosing the charity of a vote. Cast a vote
Charities selection: the list of charities a campaign offers. Yours, or one Charitips keeps up to date. Charities and selections
Charity profile: what a charity shows about itself (name, mission, logo, impact), in several languages, kept up to date by the charity. Charities and selections
Child account: the account of one of your business customers, under your parent account. Account hierarchy
Claim: linking a donation to the charity picked for it. Claim a donation
Client id and secret: your API credentials, exchanged for an access token. Sandbox pairs start with test_, live pairs with live_. Authentication

D to M

Delegated billing: each business customer is invoiced directly, instead of you. Bill your business customers
Distribution campaign: a campaign where people vote and a fixed budget is split between charities by the votes (DISTRIBUTION). Customers vote on a budget
Donation: an amount given to one charity, created by your product on a campaign. Donation lifecycle
Donation matching: your company adds to a donation your user made, at a rate and within caps you set. Donation matching
Donor: the person behind a donation, with the details needed for an email or a tax receipt in their name. Create a donor
Expiry date: the date after which an unclaimed donation can be automatically assigned to a charity by Charitips. Two months after creation by default, one year at most. Donation lifecycle
Face value campaign: a campaign where each donation has its own amount (FACE_VALUE), the default. Campaigns
Feature: what your plan includes, such as API access, account hierarchy or custom domain. A call that needs a missing feature answers 402 Plan upgrade required. Plans and prerequisites
Fiscal receipt: the tax receipt Charitips issues to whoever funded a donation, yearly by default. Billing and fiscal receipts
Fixed amount campaign: a campaign with a set budget (FIXED_AMOUNT), as opposed to a free amount campaign billed on what is given (FREE_AMOUNT). Campaigns
Invoice: what Charitips bills (the donations). List invoices
Live: the environment where donations are real and billed. Go-live checklist
Magic link: a sign-in link that opens the Charitips dashboard for a user without a password. Account hierarchy

P to W

Parent account: your account when it manages child accounts for your business customers. Account hierarchy
Payment method: the card, SEPA mandate or bank transfer your invoices are paid with. Needed on live. Plans and prerequisites
Permanent campaign: a campaign with no end date (PERMANENT), the default. Campaigns
Processed: the status of a donation once it is paid and its funds are transferred to the charity. Donation lifecycle
Recurring donation: a donation repeated at a set frequency, on a recurring campaign, one created with a frequency. Monthly giving by your users
Sandbox: the test environment, with test credentials and test payment methods. No real money moves. Sandbox
Subscription: the monthly plan of your account. Activating a campaign needs an active one. Plans and prerequisites
Time-limited campaign: a campaign with an end date (TIME_BASED). Campaigns
uniqueExternalId: your own id for a donation, vote, donor or recurring donation. Sending a create twice returns 409 instead of a duplicate. Errors
Validation: an optional review step: on a campaign that asks for it, a claimed donation or a vote waits until you validate it. Validate a donation
Vote: a share of a fixed budget that a person assigns to a charity, on a distribution campaign. Create a vote
Webhook: a call Charitips sends to your server when something changes, such as a claimed donation or a generated receipt. Webhooks
Widget: a ready-made block you embed in your pages, such as charity selection, donor space or admin statistics. Widgets