So far, we have looked at how to process credit card and a direct debit payment, and we have processed both one-off and recurring gifts. We’re now going to look at other payment types including cash, cheque, direct deposit and BPay.
If the supporter walks-in and provides you with a cash donation or a cheque, the data entry and banking process is slightly different. The banking processes will be covered in a subsequent module but for now we’ll go through the data entry process.
Once again, a supporter has walked into the office to make a donation and you locate their Contact or Account Record and bring it up on the screen before clicking on the Quick Donate button.
Since this is a One-off Donation to the individual, set the fields appropriately and specify the amount of the donation, in this case, $500.
Again, check the existing contact details to ensure you have the supporter’s contact details correct.
In the Payment Source section specify a Process Type of Manual Payment.
In this case we are processing a cash gift. Thus in the Payment Type field, select the value of Cash.
For cash transactions that is all that needs to be done. Complete the rest of the entry fields and save and complete your transaction.
For a cheque transaction, you would instead select a Payment Type of Cheque.
This will reveal a series of fields including Cheque Number, Cheque Account Number, Cheque Bank Number, Cheque Transit Number and Cheque Date. They should be completed as required before finishing and saving your transaction.
Similarly, if a BPay transaction has been made into your account. Search for the contact or account using the BPay reference code provided in your bank account.
Process the transaction against that particular contact or account with a Process Type of Manual Payment and a Payment Type of Bank Account.
For further details regarding BPay, please refer to BPay documentation.
When a supporter has made a credit card donation and you have already cleared that transaction through an external system such as an EFTPOS Terminal, select the Process Type of Manual Payment, a Payment Type of Credit Card. If you wish to you can enter the Card Name, Card Number, Expiry Month, Expiry Year and Payment ID provided by the EFTPOS terminal or service, but there is no requirement to do so. Complete the transaction as per normal.