If you connect Bloomerang CRM to a transaction processor, you can process donations directly in Bloomerang CRM or from a Bloomerang form. You can also process refunds in Bloomerang CRM.
Tip: Bloomerang Payments is simple to set up. Learn how to connect to Bloomerang Payments.
After you select a payment method, enter all the other donation details and click Save to record and process the donation.
Process Credit and Debit Cards Through Bloomerang CRM
When you enter a donation or payment made by credit or debit card, select Credit Card as the method.
Note: Bloomerang CRM does not store the card number. Instead, it stores a token that represents the card.
To process a new card in Bloomerang CRM:
From the Method drop-down list, select Credit Card.
If a saved card exists, click Enter a New Credit Card.
Select the Processor.
Enter the full Card Number, Expiration, and Security Code.
To process an existing card in Bloomerang CRM:
From the Method drop-down list, select Saved Payment.
From the Saved Payments list, select the card.
To update an expired card:
Click Update.
Enter the new information.
Make sure the correct processor is selected.
Click Save to update the card and process the donation.
Process Electronic Funds Transfers (EFT) Through Bloomerang CRM
Electronic Funds Transfer (EFT) is available through Bloomerang Payments.
To process a new EFT in Bloomerang CRM:
Click Enter a New EFT Account, if necessary.
Select your processor.
Select the account type.
Enter the account and routing numbers.
Tip: The routing number is a 9-digit number on the bottom left of the check. The account number is next to it.
To process an existing EFT in Bloomerang CRM:
From the Method drop-down list, select Saved Payment.
From the Saved Payments list, select the EFT account.
Process Online Donations
Your constituents can donate online if you are using a Bloomerang online giving form, membership form, or event registration form on your website. The transactions are processed by the processor you select when creating the form, and they are automatically recorded in Bloomerang CRM.
Note: Bloomerang Payments is required for membership forms that you create in Bloomerang.
Process Digital Wallets Through Bloomerang
If you use Bloomerang Payments as your processor, donors can select to pay with digital wallets on your online giving forms and membership forms. Read more about digital wallets.
If a donor makes a recurring donation online and selects Apple Pay or Google Pay to pay, Bloomerang CRM saves that digital wallet as a payment method in the constituent’s account.
To process a saved digital wallet payment method in Bloomerang CRM:
From the Method drop-down list, select Saved Payment.
From the Saved Payments list, select the digital wallet payment method.
Refund Processed Transactions
Refund processed transactions in Bloomerang CRM rather than through the credit card processor.
To refund a processed transaction:
Open the processed transaction.
Click Actions.
Select Refund.
(Optional) Enter a description for the refund.
Click Update. The transaction is refunded both in Bloomerang CRM and on your processor account.
Edit Processed Transactions
Processed transactions are linked to a transaction processor. To edit some fields, you must unlink the transaction from your processor. Read about how to unlink transactions from transaction processors.