Using BPay with Contacts and Accounts – Donor Level
The Fundraising Accelerator includes the ability to create and or store BPay Customer Reference Numbers against contact and account records. In your Fundraising Accelerator Salesforce org, contact and account records both include a BPay Customer Reference Number field.
Contact Record Details page
Account Record Details page
In some cases, these CRNs are loaded into your Salesforce org after having been generated by an external system. However, in most cases the Fundraising Accelerator automatically generates these CRNs every time a new contact or account is created in your org without a valid CRN already existing.
When you create a marketing solicitation list, for example a mailing list through a report or other mechanism in Salesforce, you should include the relevant Contacts or Account BPay CRN field.
Mailing list report against Account and Contact
Your mailing house should be instructed to include both your BPay Account Number and the BPay CRN number.
After a supporter has contributed using BPay, your organisation will either see the transaction in the account or receive a notification from BPay, complete with the BPay CRN.
Search for the CRN field against the Contact and or Account records.
Enter the CRN number on the middle topmost Search bar in your Salesforce (global search).
The result will look like this.
All you need to do to complete the process is now use the Quick Donation Entry screen to create the donation opportunity. Note that when you do this you should specify a Process Type of Manual Payment and a Payment Type of Bank Account.