At events and in-person meetings, add donations and payments with the Bloomerang CRM mobile app. You can add:
One-time donations
In-kind donations
Recurring donation payments
Pledge payments
To add new schedules for recurring donations, pledges, and memberships, and to add membership payments, use the Bloomerang CRM web application.
Note: Donation forms in the mobile app don’t include an option for donors to help cover processing fees. Donors who want to cover fees can increase their donation amount.
In this article:
Payment Methods
To make a payment, donors have many options. The payment options that appear depend on which donation form you use in the mobile app.
Online payment methods — Credit card, EFT, and digital wallets (Apple Pay and Google Pay)
Offline payment methods — Cash, check, and In Kind
Saved payment methods — An online payment method saved to the constituent’s account
Online payment methods only — Credit card, EFT, and digital wallets (Apple Pay and Google Pay)
For more information about each payment method, view Payment Methods.
To process payments, use a card reader or Tap to Pay. You can also manually enter payment information.
Payment Processors
To save you time, the donation form shows a default payment processor:
If you previously selected a payment processor on the Payment Settings page or on a donation form, that processor is the default processor for donations.
if your Bloomerang CRM account connects to only one processor, that is the default processor.
If your Bloomerang CRM account connects to multiple processors, including Bloomerang Payments, Bloomerang Payments is the default processor.
If your Bloomerang CRM account connects to multiple processors, but not Bloomerang Payments, no default processor appears. You must select a processor.
If your account connects to multiple processors, you can select a different payment processor each time you enter a donation.
Receipts
Bloomerang CRM can automatically send online payment confirmation receipts to your donors.
To set this up:
Enable online payment confirmation receipts in the Bloomerang CRM web application, if you haven’t already. The Bloomerang mobile app uses the receipt you select for one-time donation payments. You can keep the default receipt or select a custom receipt.
Upgrade your Bloomerang CRM mobile app to v24.7.1 or higher.
In the Bloomerang CRM mobile app, add a one-time donation, recurring payment, or pledge payment. The donor receives the one-time donation receipt that you selected in the web application.
Note: Changes you make to online payment confirmation receipt settings in the Bloomerang CRM web application apply to donations made in the web application and mobile app.
Add Donations with the Quick Donation Form
At events, use the Quick Donation form—it’s the fastest way to process donations.
Enter donations with only a few taps. Add or find constituents without leaving the donation form. After you complete a donation, just tap once to add another.
On the Quick Donation form, you can add one-time donations only.
For more information, view Add Quick Donations.
Add Donations with the Standard Donation Form
Use the standard donation for:
One-time donations
In-kind donations
Recurring donation payments
Pledge payments
Open the standard donation form on the constituent’s profile or the Home screen.
To add a donation from a constituent’s profile:
Open the Bloomerang CRM mobile app.
Tap Constituents.
Search for the constituent and tap their name.
On the Timeline tab, tap Add Entry.
Tap Donation.
If the constituent has a recurring donation or pledge schedule, do one of the following:
Tap New One-Time Donation.
Tap the recurring donation or pledge schedule to add payment.
Select the Date.
Enter the Amount.
(Optional) Enter a Non-Deductible amount.
Tap Method and select Saved Payment, Cash, Check, Credit Card, EFT, In Kind, Apple Pay, or Google Pay.
If you selected a credit card or digital wallet (Apple Pay or Google Pay), tap Input Type and select Enter Manually, Card Swiper, or Tap to Pay.
If you selected EFT, select the Account Type (Checking or Savings). Enter the Routing Number and Account Number.
If you selected In Kind, select the Type (Goods or Services). Enter the Fair Market Value and a Description.
To enter but not process a credit card, EFT, Apple Pay, or Google Pay payment, tap Processor and select Do Not Process. You might do this to have an accurate historical record of a donation processed outside of Bloomerang CRM.
Select a Fund.
(Optional) Select a Campaign, Appeal, whether to acknowledge the donation, and custom field values. You can also enter notes.
(Optional) To attach website links or image files, tap Add Attachment. For more information, view Add and Manage Attachments.
Note: You cannot add attachments when the payment method is Tap to Pay.To process the donation, tap the checkmark at the top right.
If you enabled online payment confirmation receipts, Bloomerang CRM emails a receipt to the donor when the payment is processed.
Tip: You can also add a donation from the Home screen. Tap the Action button , tap Add Timeline Entry, and then tap Donation.