The Quick Donate tab allows users to create once-off or recurring donations, be it for manually recording or auto processing the payment via a payment gateway.
Below are the instructions for if you are using ProntoPayments to process your payments automatically.
1. Choose Recurring Donation
For a recurring donation via ProntoPayments, the highlighted fields are required. Select ‘Recurring Donation’ for Opportunity Type. Specify whether the donation is from an individual or an organisation via 'Donation Type' field. Input in the 'Amount' field the donation amount that will be given each installment.
a) Individual Recurring Donation
For an individual donation, specify the contact who is giving the donations.
b) Organisation Recurring Donation
For an organisation donation, specify the organisation account which you are receiving the donation from via the 'Company Name'. Optionally specify the individual in the organisation who is giving the donation, via the 'Contact' field.
2. Choose type of Recurring Donation
a) Open Ended Recurring Donation
'Open Ended Status' of 'Open' sets up a schedule with the same donation amount processed over and over again with no end date on the schedule. Salesforce continues to create forward opportunities until the recurring donation is manually closed.
You then specify the 'Installment Period', which is how often you will receive donations and the 'Date Established', which is the date you opened the recurring donation.
Optionally you can specify the campaign that the donations are affiliated with.
Note that 'Installments' and 'Schedule Type' are not able to be edited as they are not applicable for an Open Ended Recurring Donation.
Salesforce creates opportunities based on the Installment Period and creates the number of opportunities as per the Forecast Month setting in NPSP settings. By default this is set to 12 months. So by default, the forward opportunities as per the isntallment period are created for the next 12 months. Each time a donation is processed a new forward opportunity is created.
b) Fixed Length Recurring Donation
'Open Ended Status' of 'None' specifies a fixed length donation. This means that the donation amount will be given over and over again for a defined period of time.
For this type of schedule, you are required to specify the 'Schedule Type' - select either Multiply or Divide. The option you choose tells Salesforce how to compute the amount for each child opportunity. Let’s say your donor has pledged $100 a month for 12 months. If the number in the Amount field is $100, select Multiply. If the number in the Amount field is $1200, select Divide.
'Installments' allows you to specify the number of donations you expect to receive.
3. Payment Method
a) Payment via Credit Card
To add a new Credit Card not yet saved on Salesforce, input the details in the Credit Card fields. If the Credit Card is already saved on Salesforce, search for it in the ‘Payment Source’ field. Make sure the ‘Contact’ and ‘Gateway’ fields are populated before choosing the ‘Payment Source’.
b) Payment via Bank Account
To add a new Bank Account not yet saved on Salesforce, input the details in the Bank Account fields. If the Bank Account is already saved on Salesforce, search for it in the ‘Payment Source’ field. Make sure the ‘Contact’ and ‘Gateway’ fields are populated before choosing the ‘Payment Source’.