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For the Payment Method, you can choose which way the donor would like to pay.
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If the Payment Method is Direct Debit, you can select the receiving bank account by searching the preferred Bank Account. If none is selected, there is a default bank account based on the PosiPay Settings custom setting's Default Bank Account.
For the Outreach Source Code, the Outreach Source Code field is auto-populated based on the Campaign’s Default Source Code ONLY if the Campaign record is a Fundraising Campaign.
When searching an Outreach Source Code record in the Outreach Source Code field, only the Outreach Source Code records linked to the Campaign record will be searchable. Otherwise, ALL Outreach Source Code records will be searchable.
Once an Outreach Source Code record is selected, the Receipt Template field on the Set Receipt Information section is populated based on the Default Receipt Template field value of the selected Outreach Source Code record.
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