Online Invoices and Credit Card Payments

Kaley,

This would not be a full solution, but maybe a starting point.

We are also on TNEW, but we have a custom donation page.  Our Development department wanted something simpler than the login process that was required to make donations, so we used a previously designed donation page plus some extra work from our web developers when launching on TNEW (just this summer) to create a one-page donation option for our patrons.  This though, is 100% custom and relies upon its own API calls; it exists completely outside of TNEW and is integrated into the corporate half of our website.  Here you go, if you want a look:  https://donate.thecenterpresents.org/.

That page takes the information entered and relies on a custom procedure which checks the e-mail address and information entered against accounts already in the database to append to an existing account or creates a new account and applies that amount to an On Account payment method which our Development department then processes as a donation.

It sounds like what you would want to do is to take something like that and then go another few steps further, though you could probably do something pretty close for Scenario #1.  Scenario #2 would require probably a fair bit more custom work, though if you come up with a solution, I would be curious to see how that works.

John

Kaley,

This would not be a full solution, but maybe a starting point.

We are also on TNEW, but we have a custom donation page.  Our Development department wanted something simpler than the login process that was required to make donations, so we used a previously designed donation page plus some extra work from our web developers when launching on TNEW (just this summer) to create a one-page donation option for our patrons.  This though, is 100% custom and relies upon its own API calls; it exists completely outside of TNEW and is integrated into the corporate half of our website.  Here you go, if you want a look:  https://donate.thecenterpresents.org/.

That page takes the information entered and relies on a custom procedure which checks the e-mail address and information entered against accounts already in the database to append to an existing account or creates a new account and applies that amount to an On Account payment method which our Development department then processes as a donation.

It sounds like what you would want to do is to take something like that and then go another few steps further, though you could probably do something pretty close for Scenario #1.  Scenario #2 would require probably a fair bit more custom work, though if you come up with a solution, I would be curious to see how that works.

John

This is great. Thank you for sharing. Does the transaction land on the household? Any other quirky elements you worked out? Thanks, again! 

I will be honest, I was not primary on the development of this, and a lot of work was done by the web development team (a company we hired to do this).  The transaction DOES land on the household, assuming a household is in the system and associated with the person in question.

I think one of the significant factors/quirks for us with this is the e-mail address.  I think that is the primary trigger for creating a new account.  Granted, it is no problem to merge them and process all that good stuff, and we have a thorough and robust merging system for finding such situations.  But still, I suppose stuff like that would definitely need to be worked out for Scenario #2.

Let me know how things go.  I would love to hear how it turns out.