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Go to Setup | Object Manager | Payment Transactions | Fields & Relationships | Process Type
Make sure that the Manual Payment and Via ProntoPayments are active in the picklist values section.
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Setup Field Dependencies on Process Type
Go to Setup | Object Manager | Payment Transactions | Fields & Relationships | Process Type
Edit the Field Dependencies
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Under Manual Payment select:
Cash
Cheque
Bank Account
Credit Card
Under Via ProntoPayments select:
Bank Account
Credit Card
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Enable the Manual Payment record type
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Process Type
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Process Type → Edit
Ensure Manual Payment and Via ProntoPayments are in the Selected Values column
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Payment Type
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Type
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Card Expiry Month
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Expiry Month
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CardType
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Type
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Payment Status
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Status
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Setup Manual Payment record type
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One-Off Donation
Close Date
Lead Source
Stage
Primary Campaign Source
Receipt Action (PPlus)
Receipt Template (PPlus)
Recurring Donation
Schedule Recurring Type
CampaignDate Established
Installment Period
Installments
Date Established
Lead Source
Always use last day of month
Exclude in RD Monitoring
Installment Frequency
Day Of Month
Number of Planned installments
Receipt Action (PPlus)
Receipt Template (PPlus)
Campaign
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QD New Contact Fieldset
First Name
Last Name
Email
Work Email
Personal Email
Alternate Email
Receipt Email (PPlus)
Receipt Action Preference (PPlus)
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QD Existing Contact
First Name
Last Name
Mailing Street
Mailing City
Mailing Country
Mailing State/Province
Mailing Zip/Postal Code
Phone
Email
Work Email
Personal Email
Alternate Email
Receipt Email (PPlus)
Receipt Action Preference (PPlus)
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QD New Account Fieldset
Account Name
Receipt Recipient (PPlus)
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QD Existing Account Fieldset
Billing Street
Billing City
Billing State/Province
Billing Zip/Postal Code
Billing Country
Receipt Recipient (PPlus)
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QD Credit Card Fields (This is only optional because not all gateways require CCV field)
Add CCV (PPlus) field
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Additional Information for Quick Donate
If Account is existing/new and the Donation Type is equal to Household or Organisation, the account should have Primary Contact or Receipt Recipient (PPlus) as the value.
If Contact is existing/new and the Donation Type is equal to Individual, the contact should have Receipt Email (PPlus) as the value.
Setup Default Values
Set the default values in your Quick Donate Page.
Go to ProntoGiving Settings | Donation | Quick Donate. These will be set by the client
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Setup Sales Process
Go to Setup | Feature Settings | Sales | Sales Process
Ensure that the Pledged or Prospecting stage is selected in your active Sales
Processes
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Set Default Record Type to Cash
Go to Setup | Profile | System Admin | Object Settings | Payment Transactions
Set the default record type to Cash.
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Donation Fields Mapping
Donation Fields Mapping is a mapping to use for Quick Donate and Batch Donation Entry.
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