Donation Management
Donations and refunds made in Realm are transferred to Planning Center Online, eliminating redundant data entry.
When donors donate, we apply the donation to a batch for the day. If no current batch exists, Realm creates one in PCO and adds the donation to that batch. All donations made for the day go to this batch.
If needed, Realm can refund donations, and PCO records the refund.
- Fund: The donation selected under PCO Options when editing an event in Realm.
- Amount: The amount of the transaction.
- Person: Donor that provided the funds. PCO creates a record of this person.
PushPay Donations
If you use PushPay for online giving, transactions are recorded in your ChMS via PushPay and not Realm.
PushPay writes a transaction and one detailed record of the transaction to the ChMS . Realm identifies the transaction and splits the transaction into details necessary. For example, if four people sign up for a trip and the payment needs to be split, Realm divides and assigns the transactions to the right group members in the ChMS.
Donation Mapping
Values or field names are slightly different between various software products.This table indicates how donation fields are matched during the one-way sync between Realm and Planning Center Online.
| Planning Center Online Value | Realm Value |
|---|---|
| Donation | N/A |
| Amount | Amount |
| Payment Source | 'Realm' |
| Payment Method | 'ach' or 'card' |
| Payment Last 4 | Payment Last 4 |
| Payment Brand | Payment Brand |
Designation
- Fund
- When editing an event, this is the donation selected under Options.
- Amount
- The monetary value of the transaction.
- Person
- The individual's name who provided the funds. If needed, Realm creates a record of this person as a donor.
Disable Donation Receipts for Realm
Realm and Planning Center Online send email receipts to donors.
- You must be a ChMS system admin to do this.