Connect Payment Data
Keep supporter, donation, payment, and finance records aligned across your systems.
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Certified
Salesforce Partner
in the UK
ProvidusCRM implements FinDock for organisations that need better control over payment collection, recurring donations, Gift Aid, failed payments, and reconciliation.
A donation may begin on your website, pass through a payment provider, appear in your bank account, and reach Salesforce in a different format.
When these records do not stay connected, teams spend more time checking payment reports, correcting supporter data, reviewing failed collections, and matching income by hand.
FinDock brings payment activity into Salesforce so each transaction can remain linked to the right supporter, gift, campaign, mandate, and payment schedule.
Keep supporter, donation, payment, and finance records aligned across your systems.
Give your teams a clear process for payment schedules, mandates, failed collections, changes, and cancellations.
Match bank and payment provider records with Salesforce payments using clear rules and review processes.
Keep declarations, eligible donations, claims, and reversals connected to the related fundraising records.
A sound FinDock setup starts before a payment is made and continues after the money reaches your organisation.
ProvidusCRM plans how payment requests are created, how FinDock connects with your chosen payment providers, and how payment results return to Salesforce.
We also define what should happen when a payment succeeds, fails, is refunded, or cannot be matched. Salesforce can then start the correct finance review, supporter message, recovery process, or internal task.
The result is a connected payment process that gives fundraising, finance, and supporter care teams access to the information they need.
We configure how FinDock identifies supporters, creates payment records, links gifts with campaigns, and updates Salesforce when a payment provider responds. The setup can include Giving Pages, PayLinks, payment methods, processors, merchant accounts, contact matching, payment statuses, permissions, and Salesforce automation.
We keep recurring commitments, payment schedules, mandates, payment profiles, and collection results connected as amounts, dates, or payment details change. The process can cover new recurring donations, planned collections, payment changes, cancellations, failed payments, and staff follow-up.
We configure how bank transactions and payment provider records are matched with payments in Salesforce. Clear rules help finance teams track received income, processing fees, refunds, reversals, and payments that need manual review. Exceptions remain visible so staff can find and resolve them.
We connect Gift Aid declarations with eligible donation records and the claims in which they are included. The setup can account for declaration dates, historic donations, claim preparation, payment reversals, and records that need to be checked before submission.
Review
We assess your payment methods, providers, donation forms, recurring giving, Gift Aid process, Salesforce data, and finance requirements.
Plan
We define the payment records, matching rules, statuses, provider connections, Salesforce automation, permissions, and reports required.
Configure
We set up FinDock, connect the agreed payment services, and configure the related Salesforce records and processes.
Test
We check successful and failed payments, recurring collections, refunds, reversals, cancellations, supporter matching, reconciliation, and user access.
Launch and Support
We complete the production setup, check the first live transactions, and provide clear operating guidance for your teams.
FinDock provides the payment technology. ProvidusCRM makes sure it works with your Salesforce data, fundraising processes, finance controls, and supporter care requirements.
We consider the full payment process rather than treating FinDock as a separate donation form or payment connector.
We define how supporters, gifts, campaigns, payments, mandates, and recurring commitments should be created and linked.
We test failures, cancellations, refunds, reversals, duplicate supporters, unmatched income, and changes to recurring donations before launch.
Your team receives the approved setup, data mapping, test results, and guidance needed to manage FinDock after go-live.
