ProntoGiving: Quick Donate - One-off Donations

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, or if you are simply entering in a historical record of a donation.

Once-Off Donations

The Quick Donate tab allows users to create once-off or recurring donations, be it manual just for recording or auto processing the payment via a payment gateway.

For a once-off donation via ProntoPayments, the highlighted fields are required. Select ‘Once-Off Donation’ for Opportunity Type. Under the Payment Source header, select Process Type: 'Via ProntoPayments' and then your relevant Payment Type a) Credit Card or b) Bank Account.

a. 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. 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’.

Manual Donations

The Quick Donate tab allows users to create once-off or recurring donations, be it manual just for recording or auto processing the payment via a payment gateway.

For a once-off manual donation, the highlighted fields are required. Select ‘Once-Off Donation’ for the Opportunity Type and under the Payment Source header, select Process Type: 'Manual Payment'.