Product: Omatic Cloud
Description: This solution presents information on creating payments in BBCRM
Environment: BBCRM
Versions: All
Answer:
The BBCRM data source destination supports the creation of payments towards various commitment types.
TABLE OF CONTENTS
- Object: Revenue / Payment
- Object: Revenue / Payment / Payment Method
- Object: Revenue / Payment / Donation
- Object: Revenue / Payment / Recurring Gift
- Object: Revenue / Payment / Pledge
- Object: Revenue / Payment / Event Registration
- Payment Application Logic
Object: Revenue / Payment
The "Revenue / Payment" object maps to the payment portion of a revenue record in BBCRM, and should be used in conjunction with application objects, e.g., "Donation", "Pledge", "Recurring Gift", "Event Registration" and the "Revenue / Payment / Payment Method" object, to create payments. The payment will be associated with the mapped "Constituent / Individual" or "Constituent / Organization". Important fields, along with a description of their behavior, are detailed below:
Field | Description |
Add revenue payment? |
|
Revenue lookup ID |
|
Date |
|
Appeal |
|
Inbound channel |
|
Reference |
|
Post status |
|
Post date |
|
Do not receipt |
|
Receipt amount |
|
Payment is anonymous |
|
Object: Revenue / Payment / Payment Method
The "Revenue / Payment / Payment Method" object maps to the "Payment information" portion of a revenue record in BBCRM.
Field | Description |
Payment method |
|
Credit card type |
|
Cardholder name |
|
Card expiration date |
|
Card number (last 4) |
|
Authorization code |
|
Other payment method |
|
Object: Revenue / Payment / Donation
The "Revenue / Payment / Donation" object maps to the application type "Donation" in BBCRM. Use this object in conjunction with "Revenue / Payment" and "Revenue / Payment / Payment Method" to create a payment of type "Donation" in BBCRM.
To split a payment across multiple donations, select "Add another Revenue / Payment / Donation" from the "Donation" object's "Options" menu. The "Revenue / Payment" object's "Receipt amount" value cannot be greater than the sum of all application object's "Amount" field.
Field | Description |
Add donation? |
|
Amount |
|
Designation |
|
Revenue category |
|
Object: Revenue / Payment / Recurring Gift
The "Revenue / Payment / Recurring Gift" object maps to the application type "Recurring gift" in BBCRM. Use this object in conjunction with "Revenue / Payment" and "Revenue / Payment / Payment Method" to create a payment of type "Recurring gift" in BBCRM.
To split a payment across multiple recurring gifts, select "Add another Revenue / Payment / Recurring Gift" from the "Recurring Gift" object's "Options" menu. The "Revenue / Payment" object's "Receipt amount" value cannot be greater than the sum of all application object's "Amount" field.
Field | Description |
Add recurring gift payment? |
|
Recurring gift lookup ID |
|
Amount |
|
Object: Revenue / Payment / Pledge
The "Revenue / Payment / Pledge" object maps to the application type "Pledge" in BBCRM. Use this object in conjunction with "Revenue / Payment" and "Revenue / Payment / Payment Method" to create a payment of type "Pledge" in BBCRM.
To split a payment across multiple pledges, select "Add another Revenue / Payment / Pledge" from the "Pledge" object's "Options" menu. The "Revenue / Payment" object's "Receipt amount" value cannot be greater than the sum of all application object's "Amount" field.
Field | Description |
Add pledge payment? |
|
Pledge lookup ID |
|
Amount |
|
Object: Revenue / Payment / Event Registration
The "Revenue / Payment / Event Registration" object maps to the application type "Event registration" in BBCRM. Use this object in conjunction with "Revenue / Payment" and "Revenue / Payment / Payment Method" to create a payment of type "Event registration" in BBCRM.
To split a payment across multiple event registrations, select "Add another Revenue / Payment / Event registration" from the "Event registration" object's "Options" menu. The "Revenue / Payment" object's "Receipt amount" value cannot be greater than the sum of all application object's "Amount" field.
Payment Application Logic
The logic for determining which event registration to apply payment to is as-follows:
- If "Event registration lookup ID" is provided and references an existing BBCRM event registration with a balance, the payment will be applied to the referenced event registration.
- If an event registration is included on the same incoming data in the "Constituent / Event Registration" fields, the payment will be applied to this event registration.
- If the constituent on the incoming data in the "Constituent" fields is matched to an existing constituent and the existing constituent has a single event registration balance with the same amount as the payment, the payment is applied to that event registration.
Field | Description |
Add registration payment? |
|
Event registration lookup ID |
|
Amount |
|