What is the Payment Request Generator?

This article describes the Payment Request Generator. For information on how to configure this feature, see Configuring the Payment Request Generator. For instructions on how to run manual and automatic generator runs, see Using the Payment Request Generator:

note

This feature was piloted under the name “Reference Generator” and has been renamed to reflect the functional purpose.

The Payment Request Generator can be used to “stamp” Salesforce records with a valid payment reference that can be used, for instance, in mailings and payment slips. This feature is ideal for creating donation requests, without having to create corresponding installments upfront. Donations that do come arrive can in turn be easily matched to your Salesforce data, or instance, using Guided Matching.

Supported References

ReferenceGenerator types
ESR (Switzerland)Standard; Bring Your Own Base Reference
Acceptgiro (Netherlands)Standard; Bring Your Own Base Reference
Bollettino Postale (Italy)Standard; Bring Your Own Base Reference
Tikkie (Netherlands)Closed Amount; Open Amount
OGM (Belgium)Standard Bring; Your Own Base Reference

Solution overview

The Payment Request Generator goes through the following phases during manual or automatic runs:

  1. New: Being defined.
  2. Generating: Generating.
  3. Done: Completed successfully.
  4. Failed: An error occurred.

Source Types

Report

The reference generator stamps all rows in a report.

Campaign

The reference generator stamps all campaign members of a campaign.

Reference Types

A reference type is a unique code that can be used to match incoming donations against data in Salesforce. Countries and individual service providers have different standards and ways to generate references. References often include a check digit or ‘checksum’ to test the validity of the reference.

ESR (Switzerland)

A string of maximum 27 digits of which the last is a check digit. For further information, see Post Finance ESR Handbook in German, French, Italian or English.

acceptgiro (Netherlands)

A string of maximum 16 digits of which the first is a check digit. More details on the Acceptgiro payment reference can be found here (Dutch only).

Bollettino Postale (Italy)

A string of 16 digits of which the last two are check digits. For further information, see Bollettino Postale processing.

Tikkie (Netherlands)

The Tikkie payment service uses a unique payment reference that is added to a Tikkie URL and QR code (Base 64). For further information, see Tikkie for FinDock.

OGM (Belgium) A string of maximum 12 digits of which the last two are check digits. For further information, see European Payments Council.

Generator Types

The generator types may be specific to a given service, such as Tikkie. The following descriptions only provide details for generator types that are common across more than one reference type.

Standard

FinDock generates a payment reference for you that is unique (in real-world scenarios). The required mapping for source type Report is:

  • ID Field : The ID field of the record that needs to be stamped with a reference.

Payment Request Generator

The required mapping for source type Campaign is:

  • Campaign: The campaign record in Salesforce.
  • Reference Field : The field where the reference can be stored. Must be a text field with 27 characters at minimum.

Payment Request Generator mapping for Standard type, Campaign source

Bring Your Own Base Reference

This generator uses the base reference and adds the check digit at the end. The required mapping for source type Report is:

  • ID Field : The ID field of the record that needs to be stamped with a reference.
  • Base Reference : The field where the generator can find the base reference. This field must always include a string of 26 digits or less.

Payment Request Generator mapping for Bring Your Own type, Report source

The required mapping for source type Campaign is:

  • Base Reference : The field where the generator can find the base reference. This field must always include a string of 26 digits or less.
  • Reference Field : The field where the reference can be stored. Must be a text field with at least 27 characters.

Payment Request Generator mapping for Bring Your Own type, Campaign source