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
  • As download
  • As order 
• Swiss payment slips with reference number
  • Coming soon: As Download
  • As Order 

If a donor requests a payment slip, RaiseNow passes this information to Salesforce as outlined below. Please note that RaiseNow does not execute any further steps in this business process. It is up to your implementation in Salesforce to ensure a postal letter with the payment slip is actually sent. 

One-Off payment slip order

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

The StageName of the opportunity will remain pledged: 

The payment will not be marked as paid: 

Recurring payment slip order:

RaiseNow will create the following objects in Salesforce:

• Contact
• Recurring donation
• The first payment

Creating the recurring donation in Salesforce will trigger opportunities to be created by NPSP. RaiseNow will select the first opportunity and link it with the record for the pledge type donation within RaiseNow. In contrast to actual payment transaction

• the opportunity will retain the StageName: Pledged
• and the payment will not be marked as paid.