Blackthorn | Terminal for Donations

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DEPRECATED

This functionality is deprecated, though it is planned for reincarnation soon. Email us for an update! [email protected]

Introduction

Whether you want to take a One Time or Recurring Donation right from a Contact record or create a new Payment Method for open Transactions, using Blackthorn | Terminal will cater to your specific nonprofit needs.

Prerequisites:

1. Install and Setup Blackthorn | Payments version 2.76 or later
2. Install and Setup Blackthorn | Donations version 1.29 or later

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If you are an existing Blackthorn | Donations Customer...

Upgrade to the latest Blackthorn | Payments and Blackthorn | Donations

Where it works and configuration instructions:

1. Salesforce Classic
2. Salesforce Lightning
3. Salesforce1 Mobile
4. Service Cloud Console
5. Lightning Utility Bar

One-Time Donation

One-Time Donations can be captured from the Blackthorn | Terminal. When launching the terminal from the above locations drop down the Action pick list and select New One-Time Donation

Within this screen:

Related To: Relate the Donation to an Account or Contact (existing or new)
Campaign: Select from available Campaigns
Primary Contact: Select from Primary Contacts (existing or new)
Payment Method:Available Payment options from the Related To Field.
Description: Add a description to your Donation
Amount: One-Time Donation Amount
Currency: Select from the list of available Currencies
Process Type: Select if you would like to capture the donation now or later based on a due-date

When selecting Process in the Blackthorn | Terminal an Opportunity, Transaction, and Payment Method record is created.

Recurring Donation

Recurring Donations can be captured from the Blackthorn | Terminal. When launching the terminal from the above locations drop down the Action pick list and select New Recurring Donation

Within this screen:

Related To: Relate the Donation to an Account or Contact (existing or new)
Campaign: Select from available Campaigns
Payment Method:Available Payment options from the Related To Field
Description: Add a description to your Donation
Installment Period: Select from the available frequency options
Installments:Number of installments for the Recurring Donation
Schedule Type: Multiply or Divide the Amount by Total Installments
Amount: Donation Amount
Currency: Select from the list of available Currencies
Process Type: Select if you would like to capture the donation now or later based on a due-date

When selecting Process in the Blackthorn | Terminal a Recurring Donation, Payment Method, and related Transactions are created. From there your NPSP logic creates the related Opportunities.

New Donation and New Recurring Donation Buttons

Blackthorn | Donations has created two custom "page detail" buttons called New Donation and New Recurring Donation. This allows you to launch the Blackthorn | Terminal directly to the One-Time Donation or Recurring Donation Screen.

These two buttons are placed under the Account and Contact "buttons, links, and actions" during install or upgrade

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Place either custom button onto the Account or Contact Page Layout

To add these buttons to other objects:

1. Navigate to the Object's "Buttons, Links, and Actions"
2. Add New Button
3. Enter In:

Label: New Donation OR New Recurring Donation
Select Detail Page Button
Content Source: OnClick JavaScript
This will automatically update the Behavior Field

Enter in either the New Donation OR New Recurring Donation Formula: example with Account Object

window.open('/apex/bt_stripe__BlackthornTerminal?id={!Account.Id}&action=new_onetime_donation','Blackthorn Terminal','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes,width=450,height=690');

window.open('/apex/bt_stripe__BlackthornTerminal?id={!Account.Id}&action=new_recurring_donation','Blackthorn Terminal','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes,width=450,height=690');

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Update {!Account.Id} with the Object Name that you are creating the button for.

4. Select Save
5. Place the custom button onto your desired Object Layout

Next Steps

• Have questions about our Blackthorn | Terminal? Navigate over to our FAQs. Not seeing your question, please do not hesitate to email us @ [email protected]