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.
Process Cards In Bloomerang CRM
When you enter a donation or payment made by credit or debit card, select Credit Card as the method. Bloomerang CRM does not store the card number. Instead, it stores a token that represents the card.
Do these steps apply to me?
When you enter a card, if the Country and ZIP Code options appear, follow the steps in this article.
When you enter a card, if the Country and ZIP Code options don't appear, follow the steps in Process, Refund, and Edit Card and EFT Payments (Legacy).
Process a New Card
To process a new card in Bloomerang CRM:
Create or edit a donation.
From the Method list, select Credit Card.
From the Processor list, select Bloomerang Payments, unless you use a third-party processor.
Enter the card details:
Card number
Expiration date (MM/YY)
Security code, which is the CVV or CVC number on the card
Country
ZIP code
Enter all the other donation details.
Click Save to record and process the donation.
Process a Saved Card
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.
Update an Expired 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.
Do these steps apply to me?
After you select Account Type, if US Bank Account appears, follow the steps in this article.
After you select Account Type, if the US Bank Account option doesn't appear, follow the steps in Process, Refund, and Edit Card and EFT Payments (Legacy).
Process a New EFT
To process a new EFT in Bloomerang CRM:
Create or edit a donation.
From the Method list, select EFT.
From the Processor list, select Bloomerang Payments.
Select the Account Type: Checking or Savings.
Enter the Email and Full Name that you use for your bank account.
Do one of the following:
In the the Search For Your Bank text box, enter your bank name.
Select your bank from the list.
Click Agree and Continue.
If asked, enter the username and password that you use to connect to your bank, and then click Log In.
Select an account.
Click Connect Account.
Click Back.
To remove the account, click the three vertical dots and select Remove.
To save the donation, click Save.
Process a Saved EFT
To process a saved 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.
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. The refund appears on the constituent's timeline. Bloomerang CRM doesn't send a refund receipt to the donor.
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.