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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.

    image-20240911-054954.png

  • Outreach Source Code is auto-populated once a barcode is inputted. It is based on the Campaign’s Default Source Code ONLY if the Campaign record is a Fundraising Campaign.

  • Campaign is also an auto-populated field and it is connected to Outreach Source Code.

    image-20240911-055255.png

  • If the Payment Method is Direct Debit, Receiving Bank Account is needed and 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.

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  • Set as Default, tick this checkbox to use these gift entry values as defaults for other entries within this batch. Please note that the fields displayed on this page are determined by the selected template.

    image-20240911-060605.png

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