Advanced Donation Form - Existing Pledge Payment

Nick McGinnis
Nick McGinnis
Sixth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud CRM Developer Discussions

Hello,

I am working on a ADF that we can send to users to allow them to make a payment towards a pledge they have. Looking through the checkout documentation it does not seem like there is a way to specify what pledge to apply this payment to. Is there a way to do this in the ADF or is it going to have to be manually set when it comes in through the batch?

I am pretty inexperienced with the ADF part so thank you for any help you can provide,

Nick - DAV

Comments

  • Chris Kastner
    Chris Kastner Blackbaud Employee
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Nick McGinnis My understanding is that the only way to get pledge payments working properly is to use a login, the Transaction Manager part, and link that to a standard Donation Form Part using the pledge payment option in the TM part. Ultimately this just passes the pledge record ID into the donation form as a paramter, but that only seems to result in a linked pledge payment in CRM if the user is logged-in at the time of completing the donation.

    I do note that the ADF endpoint includes some Pledge-related fields, however I believe these are only if you're doing a recurring gift with the "bill me later" payment method.

  • Nick McGinnis
    Nick McGinnis
    Sixth Anniversary Kudos 1 Name Dropper Participant

    I ended up creating a Batch Extension that changes the payment to the correct batch, or changes a recurring gift to a pledge if they sign up for a payment plan.

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