Payment Methods

With DonorPoint you can accept multiple types of payment for a transaction. You can select which payment methods to appeas on a page-by-page basis, and payment method properties and scripting allow you to use logic in the form to further specifify when a particular payment method is offerred.

Payment Method Types

DonorPoint supports the following payment methods:

  • Credit Card (vendors)
  • BillMe
  • Cash In-Hand
  • Check In-hand
  • External
  • In-Kind
  • PayPal
  • Square

Transaction type created

Selecting Payment Methods on Pages

Payment methods appear on the Payment tab as follows:

  • on Single-Page Forms, the Payment tab is on the left-hand side
  • on Community Forms, the Payment tab is under Donation Page
  • on Giving Catalogs, the Payment tab is under Check Out Form Payment methods can be selected, removed and re-ordered using the standard DonorPoint controls for tables.

Creating (and duplicating C/C)

properties

Internal-Only Methods

You can specify that certain payment methods will only be available on the page if the consituent is logged in. For example for your internally-used forms when a staff member will be logged in, Cash and Check payments can be added. This allows you to track in reports which transactions were paid with cash or check in addition to credit card, making reconciliation with your financial team easy.

Item-Specific Methods

You can specify that certain items on your page can enable internal-only payment methods when the constituent is not logged in. For example you can specify that high-dollar donations enable a login-only BillMe option. This is enabled in two parts:

  • on the payment method, check the ‘Item-Available’ checkbox

  • on each item that should enable the payment method, check the ‘Allow Offline Payment’ checkbox

    http://support.gobigriver.com/a/solutions/articles/24000040339 Your Merchant Account - Settlement, batch date, etc. Adding: http://support.gobigriver.com/a/solutions/articles/24000040339 Selecting: https://support.gobigriver.com/a/solutions/articles/5078

Your Merchant Account - Settlement, batch date, etc. DemoCreditCard Invoicing Enter/Import pyments Reconciliation Pledge/Payment processing Envelopes, etc

	Paymen Methds
	On pages
	Confitgurable prompts and confirmations login-only
	Payment and lnk
	PAYMEN block and eval
	Relationship tprecurrence - recurernce defines payment plans
	Payroll period dates - date initialization - periods from relationship, organizationm custom field, oage
	Minium
	Fees

Reminder bout recurring - must match

Integration Codes

Integration codes can be added to payment methods to be used in customizing their prompt and confirmation text, as variables in scripting, in merge tags in emails and in reports. The payment method is accessible in scripts via the context variable:

  • purchaseOrder.payment.paymentMethod.get('custom property name') - the value of the named integration code on the catalog which created the current payment

See Advanced Customization using Scripting for more information.

Archiving

Unused Payment Methods can be archived. Payment Methods that have been archived by mistake can be found on via the Datbase view, selecting the PaymentMethods list. See Archiving Objects for more detail.

DemoCredit Card

remoember to remove
login-only