Customizing Payment Methods
On the Checkout Page->Payment Options tab you can select which payment methods to present for a workplace campaign. Standard fields of payment methods allow you to cover most business rules:
- Minimum amount – minimum pledge amount to enable the payment method
- Minimum installment amount – minimum amount per installment (e.g. pay check) to enable the payment option
- Confirmation text – text to display on the confirmation page and receipt, for example, instruction on where to send checks or drop cash
- Frequency – valid options for frequency selection, e.g. MONTHLY, QUARTERLY for credit cards and ACH. OTHER is used in payroll methods to imply that the frequency will be in the contact or organization record. These specifications combined with those of the designation item will specify which options are present on the form.
- Rendered Rule – scripting used to specify when the payment method is rendered, usually depending on fields of the contact
- Action - scripting executed when the payment method is selected.
Payment methods, particularly payroll, are where most workplace campaign customization takes place. This is because payroll policies and systems vary widely across organizations. Your workplace template will contain a default payroll payment method. This can be duplicated to encapsulate specific business rules, for example, scripting used to override the recurrence start date to the desired payroll start date. In more complex cases specific payroll options would be offered based on job category or location.
Default script in the form and the action field will have been configured to your business rules as part of DonorPoint configuration. Contact help@donorpoint.com to change the actions of custom payment methods.