Knowledge Base

Donor Management with Salesforce: Report Batch Entry

Version: 9.190218xxxx

Introduction:


In C&P Virtual Terminal tab, a user can do single or multiple transactions. While processing multiple transactions, the user can select either Batch upload or Report Batch upload in Processing Type drop-down menu.

Batch Upload: Batch upload needs a .csv excel sheet where the user needs to manually make the changes in the sheet before uploading.

Report Batch Upload: Batch similar transaction provides a hybrid solution for processing payments using previous order numbers. Using the order number of a previous transaction, the contact information, billing address, and the payment method, e.g. credit card, eCheck, etc. of the referenced order number will be used for the new transaction.

Default values may be provided through the interface when the information is not available in the report. Use cases may include: Processing remaining payment of a previous paid deposit, etc.

Report Batch Upload needs reports to run the transactions. For more information on Reports, watch this webinar.

Steps to follow in Report Batch Entry:



Step 1: Click on C&P Virtual Terminal.

Step 2: Select Report Batch Entry from Processing Type dropdown menu. You will be redirected to the below screen.



Step 3: Select the desired report folder from the list.

Step 4: The reports which are saved under the selected folder will be displayed. Select the desired report from the list so that “Batch Entry Fields Mapping” will appear.

Step 5: Order Number: Select which field should appear for Order Number.

NOTE: The drop-down menu for “order number” will appear based on the fields selected in the Reports tab.

Step 6: Item Name*: Assign one of the fields from the drop-down menu to Item Name or else select default and enter the Item Name so that it will serve the same for whole record. It is a mandatory field.

Step 7: SKU: Assign one of the fields from the drop-down menu to SKU or else select default and enter the SKU name so that it will serve the same for whole record.

Step 8: Item Campaign: Assign one of the fields from the drop-down menu to Item Campaign or else select default and enter the Item Campaign name so that it will serve the same for whole record.

Step 9: Item Price*: Assign one of the fields from the drop-down menu to Item Price or else select default and enter the Item Price amount so that it will serve the same for whole record. It is a mandatory field.

Step 10: Tax: Assign one of the fields from the drop-down menu to Tax or else select default and enter the Tax amount so that it will serve the same for whole record.

Step 11: Tax Deductible: Assign one of the fields from the drop-down menu to tax Deductible or else select default and enter the Item Campaign name so that it will serve the same for whole record.

Step 12: Standard Receipt: If “Send” option is selected then the receipt email will be sent to all the registered emails of the contacts. If “Do not Send” option is selected then it won’t send receipt email.

Step 13: Recurring Transaction: If “Do Not Include” option is selected then recurring is not in active. If “Include” option is selected then the recurring comes to active mode. Once the recurring is in active then type, periodicity and installment fields will appear.

Step 14: Type: Select either Subscription or Installments from the dropdown menu.

Step 15: Periodicity: Select the desired periodicity from the dropdown menu.

Step 16: Installments: In installments, there are two options:

1.Indefinite – No end Date: If this option is selected then trigger will run for 999 times.

2.Preset Installment: If this option is selected then “Default Installment Number” should be given.

Step 17: Click on “Preview Data” then you can view the “Batch Entry Data”.

Step 18: Maximum of 99 records can be displayed. You can select all the records by clicking the check-box of “Select All” or you can select the records individually. After selecting, click on “Process Payment” to process the payment.



Step 19: After clicking on “Process Payment”, you will find the summary and processed data information. “Summary” has the information about the Batch ID, Username, File Name, Authorized transactions, Declined transactions, errors and Upload Status. “Processed Data” is nothing but the detailed report of the transactions processed. “Download” option will be available to download the whole report in an Excel sheet. It may take few minutes to process the entire report. 



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