Pledge-Type transactions within Salesforce

RaiseNow offers various payment methods that do not trigger an electronic payment process but rather provide the donor with instructions on how to send their donation using alternative channels. These are referred to as 'pledge type donations'. 

Within the context of Salesforce, RaiseNow currently supports the following pledge type donations: 

• Swiss payment slip without reference number
• Swiss payment slips with reference number 

For the payment slip with reference number, RaiseNow will generate the reference number independently from Salesforce. Please create a ticket with the RaiseNow support team to activate this option in your Tamaro widget. 

This article references the automatic retrieval of bank transactions by processing a Camt 0.54 file. Please contact RaiseNow's support if you are interested in this option. 

One-Off payment slip

The opportunity objects in Salesforce will slightly differ from the ones created for electronic transactions:

The StageName of the opportunity will remain pledged and the due date for the Opportunity will be set to 30 days in the future to avoid the Opportunity from being immediately reported as overdue. 

A RaiseNow transaction object will be created linking to the opportunity, but not to a payment, as none has been made yet:

A RaiseNow Payment Reference object will be created. This object will link both the opportunity and the RaiseNow transaction. This object serves to identify the correct contact and opportunity when a payment with the corresponding payment reference is provided in a Camt 0.54 file. 

 Recurring donation with payment slip

RaiseNow will create the following objects in Salesforce:

• Contact
• Recurring donation
• RaiseNow subscription
• RaiseNow payment reference 

Creating the recurring donation in Salesforce will trigger opportunities to be created by NPSP.  In contrast to actual payment transactions, the opportunity will retain the StageName: Pledged

The payment reference object will store the generated payment reference. This object will be used when RaiseNow processes a Camt 0.54 file to match payments to the NPSP recurring donation.