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Order Containing Donations - PosiGive

Order Containing Donations - PosiGive

This functionality enables the tracking of donations linked to a customer's product order, allowing businesses to monitor charitable contributions made through purchases.

Prerequisites

Before processing an Order Donation, confirm the Order and related Product records are set up correctly.

Order Product

The Order must include at least one associated Order Product.

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Price Book and Product setup

The selected Product must:

  • Be associated with an active Price Book

  • Have a configured Gift Designation

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Step 1: Create a new Order

Go to the Order creation page and complete the required fields, including:

  • Account Name

  • Order Start Date

  • Status, such as Draft or Submitted

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Step 2: Enable Create Gift Transaction

Important: To record a donation during Order processing, the Create Gift Transaction option must be selected. If this option is not enabled, the system will not create the Gift Transaction record.

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Once the order has been processed, a Gift Transaction record will be created and linked to the Order.

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In a Gift Transaction, the following details are populated:

  • Order = Order record

  • Donor = Order’s Account

  • Outreach Source Code = Order’s Outreach Source Code

  • Campaign = Order’s Outreach Source Code → Campaign

  • Original Amount = total of the Total Price field value of all Order Product records with Gift Designation record on the Order record

  • Transaction Completion Date = current date

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Gift Transaction Designations is/are created based on the Gift Designation record of the Order Product record/s of the Order record.

Important notes and troubleshooting

Gift Transaction creation depends on valid Order Products associated with the Order.

If the Order has no Order Products when processing occurs:

  • Gift Transaction creation may fail

  • Validation or error messages may be triggered

  • Order Amount calculation may not complete successfully

For best results, ensure all Order Products are fully configured before enabling or processing Create Gift Transaction.

Process Payment of Orders

In the Order record page, find the Process Payment button and press it to process payment.                                                

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In the form if the order does not have any payment method set yet, the form will only display the payment method picklist for you to choose a payment type.  

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Each payment method has specific details that are required for payment processing. These details correspond to the type of payment method being used.

BECS Debit

If BECS Debit is selected as the Payment Method the form will display the following:     

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When the payment is processed, a Payment Instrument is created showing important details such as:

  • Type = BECS Debit

  • Account = Order’s Account

  • Active = FALSE

  • Gateway Account = selected Gateway Account record

  • Token = the customer ID

  • Payment Method ID = the payment method ID

  • Last 4 = the last 4 digits of the provided bank account number

  • Bank Code = the BSB number of the bank account

  • Account Holder Name = the account holder name of the bank account

The Payment Instrument that has been created will linked to the Order’s Gift Transaction record.

When the webhook is configured, a Gateway Transaction record is linked to the Order record and the Order record will be updated.

  • If the Gateway Transaction’s Transaction Status is Pending, the Order status is Draft.

  • If the Gateway Transaction’s Transaction Status is Successful, the Order status is Paid.

  • If the Gateway Transaction’s Transaction Status is Failed, the Order status is Failed.

The Order’s Gift Transaction Status will be updated.

  • If the Order’s Status is Draft, the Status is Pending

  • If the Order’s Status is Paid, the Status is Paid

  • If the Order’s Status is Failed, the Status is Failed

Cash

If Cash is selected as the Payment Method the form will display the following:

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When the payment is processed, the Order record will be updated where:

  • Payment Method = Cash

  • Status = Paid

Also, the Order’s Gift Transaction is updated where:

  • Status = Paid

Check (Cheque)

If Check is selected as the Payment Method the form will display the following:

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When the payment is processed, the Order record will be updated where:

  • Payment Method = Check

  • Status = Paid

  • Check Drawer = the provided check drawer

  • Check Date = the provided check date

  • Payment Identifier = merged values of the three check fields: <Bank Code> + <Bank Account Number> + <Check Number>

Also, the Order’s Gift Transaction record is updated where:

  • Status = Paid

  • Check Drawer = the provided check drawer

  • Check Date = the provided check date

  • Payment Identifier = merged values of the three check fields: <Bank Code> + <Bank Account Number> + <Check Number>

Direct Deposit

If Direct Deposit is selected as the Payment Method the form will display the following:

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When the payment is processed, the Order record will be updated where:

  • Payment Method = Direct Deposit

  • Status = Paid

  • Receiving Bank Account = selected Bank Account record

  • Payment Identifier = the provided payment identifier

The Order’s Gift Transaction also will be updated where:

  • Status = Paid

  • Receiving Bank Account = selected Bank Account record

  • Payment Identifier = the provided payment identifier

If the payment is successful the order page will be marked as paid as you can see in the image below.

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