BDE Process Payment Immediately
- Eva Mae Seno
Process Payment Immediately is Enabled
There are some donors that wants to donate today but set their donations to be processed tomorrow or the day after tomorrow. Salesforce has the ability to set the Close Date that depends on the donor’s perspective.
Once Process Payment Immediately is Enabled, the donations that has a Close Date of TODAY will automatically processed today, but if the Closed Date is set the day after tomorrow, then the donation will be processed on the day being set to the Close Date field.
In the ProntoGiving settings | Batch Donation Entry | BDE 2.0 | Settings
Enabled the Process Payment Immediately toggle.
In the Batch Donation Entries window, fill in all necessary fields.
In the Date field, set the date that you want the donation to be Processed or to be updated to Closed Won. In this example, let us set the date as the day after tomorrow (12 August 2020). Make sure to fill in all necessary fields to avoid errors in saving.
After filling out all fields, click Save to save the transaction. When saved, click the Process Batch button. Go to your opportunity to check the status of your donation.
In the Opportunity record, you will noticed that the Stage is still Pledged and the Last Payment Status field is still Pending.
These fields will be updated on the day that the donation date is set to be processed.
When the Last Payment Status field is Success and Stage field is Closed Won then you will receive an Email of your Receipt. You will notice that the Date on your Receipt is the day you set the donation to be Successful/Closed Won.
Process Payment Immediately is Disabled
If Process Payment Immediately is Disabled, then all donations being made will not process automatically, instead, it will wait for the batch to run.
Recurring Donation
In processing a recurring donation, when Process Payment Immediately is Enabled then 1st opp will process on the date being set in the Date field.
In this example, let’s set the date to the day after tomorrow and the Frequency to Monthly.
After saving then click the Process Batch button.
Go to the Batch Entries section and click the BDE Item to see the recurring donation opportunities.
Once you’re in the BDE Item window, look for the Recurring Donation field and click the link. This will redirect you to the Recurring Donation window.
In the Recurring Donation window, you will see the Opportunities section in the right part of the window. Click View All to see all opportunities.
You will see that all the Opportunities are still Pending. This will be updated based on the Close Date being set.
