PosiGive Summer Release Notes (July 2026 Release)
The new release of PosiGive is here — and it’s packed with new features, enhancements, and refinements. Here’s the short list (or as short as we could make it).
Major Recent Features
PosiGive Release for Summer ‘26
The new release of PosiGive is here, and it’s absolutely jam-packed with new features, enhancements, and refinements. The more technical details are included below, but here’s the short list — or as short as we could make it.
Receipting and Statements
We’ve been working on a comprehensive solution for receipts and statements for some time now, and this release sees us all but complete these features. PosiGive can now scale to produce tens of thousands of receipts and statements each day and deliver them automatically by both mail and email just in time for the new financial year!
Mail production is handled by PosiGive producing the document PDFs, zipping them into bundles, and automatically emailing them to your mail production facility. If you need to email large numbers of statements but have hit Salesforce’s 5,000 emails per day limit, we’ve got a solution for that as well. We’ve also added recurring gift merge fields to receipts so you can generate communications for your regular givers
To learn more, see the documentation below.
Mail production and statement exports
High-volume email sending
For emailing large volumes that exceed Salesforce’s 5,000 emails per day limit, see:
PosiGive Enhanced Batch Email Sending Function - Send Email via PosiEngage
Batch Send Email Consolidated Statements - PosiGive Enhanced
Simple Regenerate Receipts
Receipt regeneration has been enhanced to allow users to update and regenerate receipts directly from the Gift Transaction window using the Regenerate button. This eliminates the need to void and re-enter gifts when receipt details need to be corrected or updated, helping streamline post-entry receipt management.
For a comprehensive guide to regeneration, see Receipt Regeneration - PosiGive Enhanced
Payments
We’ve introduced support for saved payment methods, allowing donors to securely save and reuse Credit Card, Direct Debit, or PayTo details for faster future donations when enabled in Settings. We’ve also added full support for PayTo, Australia’s newest payment method, giving organisations greater flexibility in how they accept donations.
Managing saved payment methods is now simpler, with all available Payment Instruments displayed in a single table. Key details such as payment type, customer, card or bank information, expiry date, and PayID are shown together, removing the separate Gateway Customer selection step. The row selection control in the Payment Instrument table has also been updated for better clarity, dynamically displaying radio buttons for single records and checkboxes for multiple records.
The Update Payment Method experience has also been streamlined by displaying only the payment methods available for the selected Gateway Account and introducing a custom Gateway Account lookup for a more consistent user experience.
Reliability has been improved for the Stripe Payment Form when updating payment methods with Is MOTO set to TRUE. This update ensures a smoother flow and prevents potential CVC-related interruptions during MOTO-enabled payment method updates.
The payment schedule creation process for Gift Commitments has also been enhanced to support a wider range of payment method and date combinations, including Manual Direct Debit, ensuring new payment schedules are created successfully, and users receive a successful completion notification.
Additional enhancements include improved multi-threading performance in production, configurable CVC requirements for credit card payments, clearer Transaction Status and Retry information on Gift Transactions, support for paying Salesforce Orders within Salesforce and Experience Cloud, automatic conversion of Stripe Subscriptions into Gift Commitments and Schedules, and separate bank deposit slips and reconciliation for organisations using multiple Stripe Gateway Accounts.
The PosiGive default layout for the Gateway Account object has also been updated to include the Billing Invoice Recurring Flag Enabled field in the Payment Settings section, allowing administrators to easily identify if the associated Stripe account supports recurring invoice attributes."
We’ve also improved the Outreach Source Code experience by filtering source codes to the selected Campaign and automatically populating the related Campaign or Source Code, making gift entry faster and more accurate. Gift Entry has also been updated to ensure the Outreach Source Code lookup field correctly auto-populates when selecting a Campaign with a default Source Code, even if the Campaign is not categorised as a Fundraising or Outbound Campaign. This improves data capture consistency and reduces manual entry.
Finally, the Batch Dry Run button has been moved ahead of Process Gift Batch to encourage validation before processing and create a more intuitive workflow.
To learn more, see the documentation below.
Saved payment methods and payment updates
Cancel Gift Transactions
A new Cancel Gift Transactions list view action has been introduced, allowing users to cancel multiple Gift Transaction records in bulk. Previously, Gift Transaction records could only be canceled individually, making the process time-consuming and inefficient when handling large volumes of transactions.
With this enhancement, users can select multiple Gift Transaction records from the list view and cancel them in a single operation. The bulk cancellation process only applies to records that meet the predefined cancellation criteria, such as pending transactions and failed gateway transactions, improving operational efficiency and reducing manual effort.
Returned Mail Processing Audio Feedback
Returned Mail processing has been enhanced with audio feedback during barcode scanning, allowing users to confirm whether a scan was successful without needing to look at the screen. Inline validation messages are now displayed for invalid barcodes, and barcode validation timing has been refined to prevent overlapping audio feedback and validation messages. Validation is delayed until the user stops typing or a barcode scan is complete, ensuring feedback is triggered only after the final value is received.
The Returned Mail Entry page has also been enhanced to play the incorrect audio tone when a scanned barcode matches an existing entry, immediately alerting users to duplicate entries and improving data entry accuracy.
Acknowledgement Template Layout Enhancements
The PosiGive Acknowledgement Template layout has been enhanced to provide a clearer and more complete view of important template details. Key information such as template configuration, receipting setup, and donor communication-related fields is now easier for administrators to review and manage from the layout. This improvement supports more efficient template maintenance, reduces the need to navigate between related records, and helps ensure acknowledgement templates are configured correctly for receipting and donor communication workflows.
Manual Direct Debit Support
Manual Direct Debit support has been added for once-off gifts, allowing users to securely capture payer bank details directly within PosiGive without redirecting to a hosted payment form. The payment method is displayed dynamically and is only available when enabled on the selected Gateway Account, helping prevent invalid payment selections.
Improved Idempotency Keys Support
Idempotency key handling has been improved to make payment and processing operations more resilient. This helps reduce the risk of duplicate processing when requests are retried or repeated due to network interruptions, timeouts, or system retries.
Internationalisation
This release introduces comprehensive internationalisation support, including language and currency capabilities, localised phone number and address formatting, and expanded country-specific configuration across Salesforce org setup, PosiPay, PosiGive, and Stripe.
Organisations can now tailor payment method terminology to local conventions, such as changing Check to Cheque and BECS Debit to Direct Debit, providing a more familiar experience for supporters and staff. Native support for New Zealand BECS Debits has also been added, with additional international payment methods planned for future releases.
Internationalisation enhancements extend across gift entry, online giving, receipting, statements, reconciliation, and payment processing, with full multi-currency support to better serve organisations operating across multiple regions.
Country configuration and default country selector behaviour can now be managed consistently throughout the platform, helping align supporter data capture and payment processes with local requirements. Implementations can also leverage automatic configuration for contact data validation, ensuring country-specific rules for addresses, phone numbers, and other contact details are applied consistently across enabled markets.
To learn more, see the documentation below.
https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/1109853309
New Beta Features
We've added a few extra items that we're technically considering beta release at this point (that means we think they look pretty good but please test for yourself before using in production).
Google Pay and PayPal support for one-off and regular donations entered via your donation page has been added, as has support for New Zealand BECS Debit transactions.
We now also support Agentforce Nonprofit’s new Grid Entry facility. We’re still working with Salesforce to make this facility even better, but try it out and let us know what you think.
Multi-currency Support
PosiPay and PosiGive have been enhanced to support multi-currency implementations, providing organisations with greater flexibility when operating across multiple currencies. During implementation, clients can choose either single-currency or multi-currency support based on their requirements.
When multi-currency is enabled in Salesforce and configured within PosiPay and PosiGive, key processes, including online giving, Gift Entry, payment processing, reconciliation, receipting, refunds, and reporting, are all currency-aware and support transactions across multiple currencies. This capability is currently available as a beta feature for organisations that require multi-currency operations.
The Multi-Currency Mapping and Conversion feature ensures consistent currency mapping and conversion when a different currency is selected on the Gift Entry payment form. It ensures that the currency processed in the Stripe Dashboard matches the Gift Transaction record in PosiGive, maintaining financial accuracy across the platform.
Zero-Decimal Currency Support: Full support has been added for zero-decimal currencies (e.g., JPY, KRW) across the Stripe Payment Form and Invoice API.
https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/1236533260
Default Currency for Accounts
Gift Entry has been enhanced to provide improved currency handling in multi-currency environments. When an existing donor is selected, the gift currency now defaults to the donor's Account Currency while remaining editable by the user. For new donors, a Currency field is displayed within the Donor Details section and defaults to the organisation's corporate currency, with the ability to select an alternative currency where applicable.
The Gateway Account lookup has also been enhanced to be currency-aware. Users will only see Gateway Accounts that support the selected currency, helping prevent invalid payment configurations. If the donor's currency is not supported by the default Gateway Account, the Gateway Account is automatically cleared and the user is prompted to select a Gateway Account that supports the chosen currency. These enhancements help ensure accurate currency handling throughout the Gift Entry process in multi-currency organisations.
NZ ACH Support
As part of the ongoing expansion of international payment methods, support has been added for New Zealand BECS Debit (NZ ACH). This enhancement enables organisations to process New Zealand bank debit payments using payment rails specifically designed for the New Zealand banking system, separate from Australian BECS Direct Debit functionality.
This release continues the broader internationalisation of PosiPay, with additional international payment methods planned for future releases to support organisations operating across multiple regions and banking networks.
Google Pay and Regular Donations
Google Pay support for regular donations is being categorised as a beta feature, enabling recurring giving scenarios to be planned and reviewed alongside other supported payment methods.
PayPal and Regular Donations
PayPal support for regular donations is included for categorisation, covering recurring donation scenarios where PayPal is used as the donor payment method.
PayTo Support (Australia)
PosiGive now supports PayTo, an Australian payment method offering faster and more secure direct debit-style payments with near real-time settlement. PayTo is available across Gift Entry, Gift Transactions, Gift Commitment Schedules, and Payment Instruments, with a required post-configuration step after upgrade to enable the picklist value on NPC objects.
Gift Entry supports PayTo for single and batch donations where enabled on the gateway account, allowing users to select PayTo and capture a donor’s PayID alias (email, mobile, or ABN) or use Stripe entry with BSB/account details. The system automatically creates the required payment and gift records, supporting both one-off and recurring donations, including immediate first payments for schedules.
Scheduled Donations also support PayTo, with eligible transactions processed via Stripe and generating the related gateway records, including Gateway Event, Gateway Invoice, and Gateway Transaction, with allocation records created where supported.
PayTo refund processing has been enhanced to reliably support both partial and full refunds exceeding 1,000 when processed through the Refund Payment button. This update ensures consistent performance and improved stability for larger transaction amounts.
The reconciliation process for Gateway Settlements using the PayTo payment method has been improved to ensure the reconciliation status is accurately updated to Reconciled. This enhancement provides better settlement tracking and makes it easier to identify reconciled PayTo transactions within Salesforce.
Grid Entry
A Preview Feature of the new Grid Entry experience is now available in PosiGive, providing organisations with an early opportunity to explore a streamlined approach to batch gift entry. The grid-based interface is designed to improve efficiency when entering and managing large volumes of gifts within a single workflow.
The preview includes support for barcode-driven entry and dynamically displays the appropriate entry form based on the selected payment method. Organisations can begin evaluating the new entry model and provide feedback while additional functionality and enhancements continue to be developed in future releases.
https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/1213988869
Thank You!
That’s a lot — and it’s not even the half of it. We’ve also had several big-name clients go live and new partners come on board, but more on that another time.
These updates are available now at no extra charge for the software to all current PosiGive clients (deployment or configuration costs may apply). Please contact your PosiGive partner to arrange your upgrade.
We’re always looking for feedback and ideas. If there’s something you’d like us to add or improve, let us know.
The Posimente team’s goal is to make PosiGive the #1 fundraising platform by making our clients as successful as possible. If there’s anything else we can do to help, please tell us — we can’t do it without you.
If you're upgrading from the April release, for upgrade instructions and post-configuration steps, see Installation and Post - Configuration - PosiGive.
If you are upgrading from an earlier release, please contact our support team for assistance.
– The Posimente Team