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In Set Gift Information, fill in the necessary fields, there will no Payment Method since you already set it in the Gift Batch.
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For Barcode the barcode, input the donor's barcode of the donor.For the Search, it is an auto-populated field once a barcode is entered. You can also search directly here if you didn’t set a barcode. This barcode can be found in the donor’s Campaign Member details.
The Donor is an auto-populated field once a barcode is entered or once a donor is searched in the Search field.
In the Gift Received Date field, select the date when the gift is received. You can set it on current date or future dates.
Select Donation Type:
For one-time donations select One-off.
For recurring donations select Recurring
When Recurring is selected as the Donation Type, the Start Date, Transaction Period, Transaction Interval, Transaction Day and End Date fields will display.
For Gift Amount, input the amount the donor would like to donate.
For Gift Type, is an auto-populated field once a barcode is entered or a donor is searched and entered in the Search field.
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o Organisational, if the donor is an organization account.
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.
Outreach Source Code is an 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.
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.
Add or Edit Donor Details
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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Set
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Acknowledgement Information
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In this section,
o Choose the preferred Receipt Channel for the donor to receive their receipt. It could take place through the use of Email or SMS.
o 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.
donors have the opportunity to indicate their preferred method for receiving the receipt for their donation. Whether they prefer an electronic receipt via email, a physical copy mailed to their address, or another option, this allows them to choose the most convenient way to confirm their generous contribution.
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In the Acknowledgment Channel, the donor can choose to receive notifications either via email or traditional mail. These options will be available if the donor account includes an email address or a complete mailing address. Please note that there may be a default setting based on the Acknowledgment Channel preference in the donor's account.
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In the Acknowledgement Template, you can select the proper template for the receipt by searching the templates that you created or available.
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Payment Information Details
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