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In this section, you can credit the donation to credit to someone.
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Set
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Acknowledgement Information
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In this section,
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Choose the preferred Receipt Channel for the donor to receive their receipt. It could take place through the use of Email or SMS.
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The Receipt Template defines the method/channel of sending the receipt for the gift. You can search and select the preferred Receipt Template.
This field also defaults to the Outreach Source Code’s Default Receipt Template field.
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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
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.
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The Email and Amount are auto-populated.
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Check (Cheque)
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After filling in entering the payment details, you can proceed by clicking click the Save Payment Details 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.Upon successful processing, a Gift Entry is created. For One-off donation is recorded as a Gift Transaction, while a Recurring donation is recorded as a Gift Commitment.. This will create a Gift Entry record for both one-time and recurring donations.
For Cash and Check (Cheque), a Gift Entry record will be recorded with the Gift Transaction linked to where the Status is Paid.
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At this moment, donations with the payment method of Credit Card and Direct Debit have not been processed yet; creating a Gift Entry only tokenises the payment details of the donor.
Gift Entry for recurring donations has Gift Commitment linked to it.
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For recurring donations, a Gift Commitment will be established, and Gift Transactions will be recorded. Additionally, there will be records for upcoming Gift Transactions for the next payment.
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A Gift Transaction is also created for the recent payment of the recurring donation, and another Gift Transaction will be created for the next payment. The Status of the Gift Transaction is Unpaid since it has not been processed the donation yet, it has just created a record.
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Gift Entry record for one-off donation has Gift Transactions linked to it.
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Gift Transactions will be created for one-time donations with the following details:
Status = Unpaid
Payment Ready = TRUE (ticked, if the Transaction Due Date is current or less date is less than 1 than the current date.)
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To process the donation payment successfully, the Scheduled Donation Batch should be run found in the PosiGive Settings, and if you like to have a schedule where it runs by itself every day you manually create/set Schedule Batch Donation flow in your org. See Schedule Donation Batch Process.
Once the Schedule Donation Batch runs successfully , the Gift Transaction Status is updated to Paid, the Exclude from Payment Processing is TRUE and Other fields are populated based on the parsed payload.
Gateway Transaction and Gateway Invoice will be created linked to the Gift Transaction record.
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Gateway Transaction
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Gateway Invoice
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