Workflow Action - Finance - Payment Entry
Action:
Payment Entry
Category:
Finance
Version:
17.1
Content:
The Payment Entry action collects a payment using a financial gateway and records the transaction in a Workflow Attribute.
To utilize this Workflow Action, you must use the new Workflow Entry (Obsidian) block (released in 17.1).
Here's an overview of the settings available for this action:
-
Financial Gateway:
Select which gateway to charge with.
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Authorized Person Attribute:
Workflow attribute that contains the person making the payment. If left blank, the current person will be used.
-
Amount / Amount Attribute:
Set the amount to charge manually, or through an attribute.
-
Account Attribute:
Workflow attribute that contains the target financial account.
-
Transaction Type:
Choose which transaction type this payment should be recorded under such as Contribution or Event Registration.
-
Transaction Source:
Designate the transaction source for classification and reporting.
-
Payment Information Instructions:
Instructions for the payment entry step. This will be displayed to the individual to ensure they understand why they're being asked to enter payment information.
A
"PaymentConfiguration" merge field will have these properties:
Amount, Entity, AmountEntryLabel, TransactionType, and TransactionSummary.
-
Success Message:
The message shown after a successful transaction. Lava merge fields like
{{ TransactionDetail.Amount }} and {{ Account.PublicName }}
can be used to personalize the message.
-
Result Transaction Attribute:
An optional attribute to set to the result transaction.
Campus:
-
Show Campus Picker:
Choose whether to allow the individual to select a campus during the payment process.
-
Campus Types:
Specify which types of campuses (Online, Physical) are shown if campus selection is enabled.
-
Campus Statuses:
Control visibility based on campus status (Open, Closed, Pending).
Captions:
-
Amount Entry Label / Amount Entry Label Attribute:
The label to use on the amount entry field. ‘Amount’ will be used if none is configured.
-
Save Account Title:
The text to display as heading of section for saving payment information.
-
Confirm Payment Button Text / Confirm Payment Button Text Attribute:
The text to display on the payment button. Defaults to 'Confirm Payment' if left blank. Note that this only affects UI.
Payment/Transaction:
-
Enable ACH:
Enabling this will also control which type of Saved Accounts can be used during the payment process.
The payment gateway must still be configured to support ACH.
-
Enable Credit Card:
Enabling this will also control which type of Saved Accounts can be used during the payment process.
The payment gateway must still be configured to support Credit Card.
-
Entity Type:
The EntityType associated to the Transaction’s detail record (such as GroupMember, Registration, etc.)
-
Entity Attribute:
The Entity associated to the Transaction’s detail record.
(such as a group member Id, a registration Id, etc.)
-
Transaction Summary / Transaction Summary Attribute:
Optional summary text to record onto the FinancialTransactionDetail record.
{{ Lava }} merge fields are supported.
-
Batch Prefix:
The batch prefix name to use when creating a new batch.
{{ Lava }} merge fields are supported.