Overview
This article explains how Direct Debit payments processed through Payments2Us integrate with Salesforce Nonprofit Cloud (NPC). It covers the step-by-step process of how payment transactions move through the Direct Debit cycle, how Gift Transactions are created, and when the status changes from Unpaid to Paid.
For background on the overall NPC integration, you can also see our companion article:
👉 How Payments2Us works with Nonprofit Cloud
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Use Case / Scenario Where This Applies
When setting up a Direct Debit payment, an initial authorisation transaction is created with an Unpaid status. This represents the donor’s intent to give but before funds are received.
Once the payment gateway confirms that the Direct Debit has cleared and the funds are received, an actual Payment Transaction is created. After this transaction completes the NPC matching process, a Gift Transaction with a Paid status is generated.
This ensures that your donor and finance records reflect both the initial authorisation and the final payment settlement in sequence.
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Direct Debit Process Flow
The Direct Debit process in NPC follows the standard Payments2Us → NPC integration flow, as illustrated below.
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Step-by-Step Explanation
Payment Transaction Created
A new Payment Transaction is created in Payments2Us with the status “Direct Debit Start.”
Direct Debit Processing
The transaction remains in this stage until the payment gateway confirms receipt of funds. This process usually takes up to seven (7) days, occasionally up to ten (10) in rare cases.
Payment Complete
Once confirmation is received, the Payment Transaction’s status is updated to “Payment Complete.”
Receipting Complete
Payments2Us then generates and sends the receipt to the donor, updating the status to “Receipting Complete.”
NPC Processing Start
The transaction is passed to Nonprofit Cloud for further processing through the NPC Fundraising Business Process API.
Gift Transaction Creation
As part of NPC processing, the system automatically creates the related Gift Transaction, representing the donation record in NPC.
NPC Processing Complete
Once the Gift record is created and matched, the status is updated to “NPC Processing Complete.”
Matching Complete
The final step updates the status to “Matching Complete.” At this point, the Gift Transaction is marked Paid, confirming the successful flow from initial Direct Debit authorisation to settled donation.
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Common Questions This Article Answers
How does Direct Debit work with Nonprofit Cloud / NPC?
How are recurring Direct Debit payments linked or synchronised with NPC?
When does the Direct Debit payment transaction create a Gift Transaction?
What statuses appear during the Direct Debit to NPC Fundraising process?
Why might a Direct Debit not immediately create a Gift Transaction with a Paid status?
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Key Takeaways
Direct Debit transactions move through multiple stages before being marked Paid.
The creation of a Gift Transaction happens after the NPC Fundraising process completes, not at the initial authorisation stage.
If a Gift record does not appear or remains Unpaid, check whether the NPC processing step has finished successfully.
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