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  • Start Date displays the start date if the donation is recurring.

  • Transaction Period specifies the duration of each payment cycle used by transaction interval. Example: Monthly, Yearly

  • Transaction Day specifies day of the month that the recurring donation will be processed on.

  •   End Date specifies the end date of the recurring donation.

  • Transaction interval displays the number of transactions per transaction period.

Gift Entry Process

You can process gift entries through the Manage Gift Entries, Account, and Gift Batch.

  1. In the App Launcher, search for Gift Entries

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Account

You can process a Gift Entry in the Account if the donor has already an account. Please note that you can put the New Entry button wherever you want in the Account object.

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When the New Entry button is pressed, the New Entry Information form will appear with pre-populated data, and the rest will require manual input.

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Gift Entries Object

In the Gift Entries, you can see two buttons: New Gift Entry and New Entry, either of the two you can use.

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▪️ New Gift Entry is the standard in pc button.

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▪️ New Entry is the modified one.

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When New Entry

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  • Under the Set Gift Information, you can search the Accounts in the Donor field.

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o  In the Gift Type select whether the Individual or Organizational/Household field.

Note:  For Individual gift type, select a person’s account as a donor. For Organizational/Household, select a business account

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o  Select is clicked the Gift Entry Information will display. Unlike the Gift Entry Information in the Account, the information here is not pre-populate.

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Gift Entry Information Details

The Gift Entry Information form has the same layout wherever you process a Gift Entry. You need to input the required information afterwards you can proceed to the next window which is the Payment Form. Please note that Credit Card, BECS Debit and Checks require Payment Information.

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Set Gift Information section

  • In the Donor, you can search here for a person account, a household account or an organizational account that wants to donate. If you cannot search the donor’s name, it means the donor has no account and you have to make one.

  • In the Gift Received Date field, select the date when the gift is received. You can set it on current date or future dates.

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  • In the Gift Type, it is a pre-populated field once an account has been set in the Donor. It could be an Individual Gift type or Organisational.

    • Individual if the donor is a person account.

    • Organisational if the donor is an Organisation.

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  • Select Donation Type:
    For recurring donations select Recurring
    For one-time donations select One-off.

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When Recurring is selected as the Donation Type, the Start Date, Transaction Period, Transaction Interval, Transaction Day and End Date fields will display.

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  • Recurring donation type required details,

    • For the Start Date, set the date when the donor wants to start the recurring donation.

    • For the Transaction Period, set the duration of each payment cycle.

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    • Example: Yearly, Monthly.

    • For the Transaction Day, set what day of the month the recurring donation will be processed.

    • For the End Date, set the date when the

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o  For the Payment Method, you can choose which way the donor would like to pay.

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o If the Payment Method is Credit Card or Direct Debit you are required to provide a Gateway Account.

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o   For the Gift Amount, input the amount you would like to donate.

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    • recurring donation will be ended. If it is an open recurring donation then skip the field.

  • For the Gift Amount, input the amount you would like to donate.

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  • In the Gateway Account field, it is pre-populated with your default Gateway Account that you set in the PosiPay Settings or you can select Gateway Account that you have.

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  • For the Payment Method, you can choose which way the donor would like to pay.

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Add or Edit Donor Details Section

Under the Add or Edit Donor Details section, these fields are auto-populated once an Account is entered in the Donor field. If some of the information is missing, please fill it out otherwise it will not proceed to the next process.

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Designation Information

In this section, the

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designation is

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auto-populated

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once the outreach sourcode is set. You can edit

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Edit the Soft Credit Information section if you want to credit it to someone.

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the percentage. You can also delete, change the designation, or add more.

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Soft Credit Information Section

In this section, you can credit the donation to credit to someone.

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Set Receipt Information Section

  • In this section,

    • Choose the preferred Receipt Channel for the donor to receive their receipt. It could take place through the use of Email or SMS.

      image-20240429-065802.png
    • The Receipt Template defines the method/channel of sending the receipt for the gift.
      This field also defaults to the Outreach Source Code’s Default Receipt Template field.

      image-20240429-070730.png

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After filling up the required information, click Next.

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Payment Information

Once you have completed filling in the required Gift Entry Information, the Payment Information window will only be displayed if you have chosen to make a payment using a Credit Card, BECS Debit, or Check.

Credit Card

The Email and Amount are auto-populated.

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The Email and Amount are auto-populated.

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Check

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After filling in the payment details, you can proceed by clicking the Save Payment Details

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button. If the New Entry is created in the Account it will be redirected back to the Account and if it is created in the Gift Entries Object it will be redirected to Gift Transaction.

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Upon successful processing, a One-off

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donation is recorded as a Gift Transaction

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, while a Recurring donation is recorded as a Gift Commitment.

Gift Batches Process

  1. From the App Launcher, find and select Gift Batches.

    image-20240209-025952.png

  2. Select an Unprocessed Gift Batch or Create a Gift Batch.

  3. Click the New Entry button to process Gift entry.

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