Whenever a Contact in Salesforce is linked to RaiseNow "Saved Payment Method" through the RaiseNow Customer object relation, Opportunities for that Contact can be automatically paid by charging this payment method through the push of a button in Salesforce.
Charging the "Saved Payment Method" will result in an NPSP Payment and a RaiseNow transaction. The Opportunities StageName will also be updated in the process.
Details on configuration
In the donation process donors can opt-in to store their payment methods for future use.
If the box is checked during the donation process the following objects will be automatically created in addition to standard object in the current process:
- A RaiseNow Customer object linked to the contact
- A RaiseNow Saved Payment Method linked to the Customer object.
You can add the Customer to the Contact page payout in the related list.
If you navigate to the customer you will see a payment method linked to that customer (you may have to add the "Saved Payment Method" to the related list in the page layout.
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