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Keep Every Supporter Payment Connected to the Relationship Behind It.

Manage relevant one-time and recurring payments, receivables, refunds, customer credits, configured gateways and upcoming payment activity inside Salesforce with Bonza Payments.

Salesforce-native payment management suite
Supporter payment relationship Illustrative

Illustrative supporter payment relationship for one sample supporter, Demo Supporter, whose Salesforce context is connected. The current payment position shows $260.00 collected, $400.00 outstanding, $400.00 due and $50.00 upcoming. The payment lifecycle shows an initial payment of $250.00, a recurring payment of $50.00, $400.00 outstanding, a next payment on a relevant date and relevant refund or customer credit activity. Payment context alongside it records the configured gateway, the relevant payment method and a relevant AI payment insight. Every figure on this page is illustrative sample data. Expected payment activity is not guaranteed collection, and no donation, fundraising, campaign, grant, donor retention or propensity figure appears anywhere on this page.

The relationship continues. The payment history should too.

Answer-ready

How Does Bonza Payments Support Nonprofit Organizations?

Payment management — not fundraising or relationship management.

Bonza Payments provides Salesforce-native payment management for nonprofit organizations that need to keep relevant payment activity connected with Salesforce relationship context. It supports relevant one-time and recurring payments, receivables, due and overdue payment visibility, refunds, customer credits, configured payment gateways, customer-facing payment experiences and upcoming payment visibility. That is how a nonprofit manages payments in Salesforce: in the same place as the relationship rather than beside it.

Put plainly: Bonza Payments can connect relevant one-time payments, recurring payments, receivables, refunds, customer credits, configured payment gateways and upcoming payment visibility inside Salesforce. Bonza should not be positioned as a fundraising, grant-management, donor-management or nonprofit CRM platform.

Bonza is not a fundraising platform, a donation-management platform, a nonprofit CRM, a Salesforce Nonprofit Cloud replacement, a grant-management system, a grant-accounting platform, a donor-management system or donor database, a campaign-management platform, a peer-to-peer or event fundraising platform, a membership-management platform, a volunteer-management platform, a constituent relationship management replacement, an accounting platform, an ERP or a general ledger. Not every nonprofit uses the same fundraising, donation, membership, grant, program, event, constituent or accounting model, and nothing here assumes one — which is why this page says supporter, constituent, customer, payer, payment, recurring payment, payment obligation, receivable and customer credit rather than narrower terms.

The real problem

The Supporter Relationship May Be Connected. The Payment Operation Often Isn't.

A nonprofit may have rich constituent or supporter context in Salesforce. Payment information can still spread across eight other places.

Where the payment story spreads

Eight places one answer can hide

  • Payment gateway portals
  • Recurring payment schedules
  • Invoices
  • Finance spreadsheets
  • Receivables
  • Refund records
  • Customer-credit records
  • Customer-facing payment experiences
Four teams, four partial answers

Everyone holds a piece

  • Salesforce knows the relationship
  • The gateway knows the transaction
  • Finance may know the outstanding amount
  • Customer-facing teams may know the question

Four partial answers is not one answer. Someone still has to assemble the payment story before anybody can act on it.

The problem is not only collecting payment. It is keeping payment context connected across the relationship.

Signature · the questions a record can't answer

A Payment Transaction Is Only One Part of the Relationship.

One illustrative supporter and one gateway transaction record of three fields. Put the six operational questions to it in turn. It answers the first. The other five have to come from the payment story, and the record never changes while they accumulate.

Answerable from the gateway record alone 1 of 6

A count of what three fields can carry, not a claim about any product. The record below is written once and nothing on this page alters it.

What happened? Collected
Gateway record Three fields · unchanged
Amount$250.00
Date01 Nov
StatusSucceeded
The payment story Also in the payment story

The gateway sees the transaction. The business needs the wider payment story.

The industry distinction

Nonprofit Relationship Management and Payment Management Solve Different Problems.

Nonprofit relationship management and payment management solve different problems. Bonza focuses on the customer payment lifecycle rather than fundraising campaigns, grants, donor management or program administration. That is also the difference between payment management and fundraising management.

Nonprofit / constituent management

Bonza does not need to own these

  • Constituent profiles
  • Donor relationships
  • Fundraising campaigns
  • Grants
  • Programs
  • Volunteers
  • Membership
  • Events
  • Engagement
  • Communications
  • Mission activity
Bonza payment management

Within Bonza's established capability

  • One-time payments
  • Recurring payments
  • Invoices
  • Receivables
  • Due and overdue payments
  • Refunds
  • Customer credits
  • Multiple configured gateways
  • Customer payment experience
  • Experience Cloud payments
  • Payment forecasting
  • Payment method expiry
  • AI Payment Insights
  • Payment Command Center

Bonza connects the payment layer without needing to become the nonprofit's CRM, fundraising or program-management system.

The operating model

Connect the Salesforce Relationship With the Payment Lifecycle.

Five layers, and the relationship system stays where it is.

Layer 01

Salesforce constituent / customer context

Constituent or customer recordRelationship contextRelevant payment obligation
Layer 03

Customer payment experience

Layer 05

Payment Command Center

Who reads it

Four different questions

Bonza connects the payment layer of the relationship.

Capabilities

Nine Parts of One Payment Lifecycle.

Each one is a page of its own. Nothing here claims more than that page does.

01

Support Relevant One-Time Payments Without Creating a Separate Process.

Not every relevant payment belongs to a recurring schedule. A one-time or ad hoc payment stays connected to Salesforce and the wider payment history.

Supporter / customerOne-time payment requirement · amount
Configured gateway
PaymentConnected payment history
Nothing here is called a donation, gift, pledge, event payment or campaign contribution — those are scenarios a nonprofit would confirm for itself, not assumptions this page makes.
Explore one-time & ad hoc payments
02

Manage Repeating Payments as an Ongoing Relationship.

Where a relevant payment repeats over time, Bonza manages recurring payment activity within the wider Salesforce payment lifecycle — which is how a nonprofit uses Salesforce for recurring payments.

Recurring payment arrangementCurrent payment · status
Next paymentExpected, not guaranteed
Continuing payment relationship
This is not recurring donation management, pledge management, fundraising automation, membership renewal management or subscription billing.
Explore manage recurring payments
03

Know What Has Been Collected—and What Is Still Outstanding.

A payment record tells finance what happened. Receivables visibility shows what remains unresolved, which is how Salesforce can show outstanding nonprofit payments instead of a spreadsheet.

Invoice / payment obligationPayment activity
Collected
Outstanding
Current payment position
Bonza is not fund accounting, nonprofit accounting, a general ledger, grant accounting or a revenue-recognition system.
Explore improve receivables visibility
04

Separate What Is Outstanding From What Actually Needs Attention.

Not every unpaid amount has the same operational meaning. Timing helps finance distinguish what is still expected from what may require review — which is how a nonprofit sees due and overdue payment activity.

OutstandingStill expected
UpcomingNot yet due
DueExpected now
Overdue → attentionA person decides
No automated supporter outreach, automatic dunning, automatic reminders, debt collection or late-fee automation.
Explore reduce overdue payments
05

See Relevant Payment Activity Expected Next.

Bonza Payment Forecasting focuses on relevant expected customer payment activity. It should not be positioned as fundraising, donation or organizational cash-flow forecasting.

PastCollected
PresentOutstanding · due · overdue
FutureUpcoming · recurring · expected activity
This is not fundraising forecasting, donation forecasting, grant forecasting, revenue forecasting, cash-flow forecasting or treasury forecasting, and no future contribution is guaranteed. Expected payment activity is not guaranteed collection.
Explore forecast upcoming payments
06

See Payment-Method Expiry Before Relevant Future Payment Activity.

An expiring payment method may matter where relevant future payment activity is expected. It is an attention signal. It is not proof that the next payment will fail.

Payment methodExpires 31 Oct
Next expected payment15 Nov
AttentionExpiry lands first
No automatic card updater, automatic customer outreach, automatic remediation or credential migration.
Explore payment method expiry
07

Keep Post-Payment Changes Connected to the Original Payment.

Payment value can change after the transaction. Relevant refunds and customer credits should remain connected with the wider payment history — which is how refunds and customer credits are managed in Salesforce rather than beside it.

PaymentChange required
RefundPayment history
Customer creditFuture payment context
Updated customer payment position

Customer credit is available credit recorded and managed within Bonza Payments — never a supporter wallet, a donor wallet, a cash balance, stored funds or stored value.

Explore simplify refunds & credits
08

Use Multiple Configured Gateways Without Creating Multiple Payment Operations.

Bonza supports multiple configured gateways while maintaining a broader payment-management layer in Salesforce. Configured payment gateways handle the relevant underlying transaction processing, while Bonza Payments manages the broader Salesforce payment context around those transactions.

StripeRazorpayPayUAnother configured provider
Bonza Payments
Default or selected configured gateway
Payment activity → connected Salesforce context
No smart routing, least-cost routing, automatic failover, automatic retry through another gateway, settlement reconciliation or token portability. Provider names are configured-gateway examples only and imply no partnership.
Explore manage multiple payment gateways
09

Give Supporters and Customers a Clearer Way to Complete Payment.

The customer-facing payment experience should not expose the organization's internal payment complexity. Bonza keeps relevant payment activity connected to Salesforce.

What am I paying?How much?
What option is available?
Payment → what happened?
Connected payment status
Explore Customer Payment Experience
For the customer-facing side of that journey, see improve customer payment experience.

Customer-facing payments

Bring Relevant Payments Into Salesforce Experience Cloud.

Where a nonprofit already uses Salesforce Experience Cloud for relevant customer or constituent experiences, Bonza can support connected payment journeys inside that Salesforce environment — which is how supporters make payments through Experience Cloud.

Supporter / customerSalesforce Experience Cloud
Customer / payment context
Bonza payment experienceConfigured payment gateway
Payment activity → Salesforce
Bonza does not provide nonprofit community management, donor portal management, constituent authentication, campaign management, grant portal functionality or volunteer portal functionality.
Explore Experience Cloud payments

Attention, not automation

Surface Relevant Payment Changes Before They Get Lost in the Data.

AI payment insights

Insight, context, then a person

Payment activity + receivables + recurring activity + payment method timing
AI payment insight"Relevant payments moved into overdue status"
Context
Human review → actionA person decides

Safe ground: relevant payments moved into overdue status, expected recurring payment activity changed, payment methods approach expiry before relevant future payments. Artificial intelligence surfaces those payment changes and takes no action of its own.

No donor propensity scoring, donation likelihood, retention prediction, churn prediction, major-gift prediction, fundraising recommendation engine, automatic supporter outreach or autonomous financial action.
Explore AI payment insights
Payment Command Center

See the nonprofit payment operation from one Salesforce view

A nonprofit payment dashboard should show collected, outstanding, due, overdue, upcoming and recurring activity, alongside the customer payment position, a payment forecast across the current, next and following periods, what needs attention, and recent payment, refund, customer credit and recurring payment activity.

Collected$260.00
Overdue$400.00
Upcoming$50.00
Illustrative sample values. It is a payment-operations view: no donation pipeline, fundraising goal, campaign performance, major-gift probability, grant pipeline or donor retention figure appears in it, and none is claimed anywhere on this page.
Explore the Payment Command Center

Two different questions

The Constituent Relationship Explains Who the Person Is. The Payment Relationship Explains What Is Happening Financially.

Relationship / CRM view

Who the person is

  • Supporter
  • Relevant relationship context
  • Engagement
  • Relevant status
Payment view

What is happening financially

  • Collected
  • Outstanding
  • Due
  • Overdue
  • Next payment
  • Refund
  • Customer credit
  • Payment method context

A strong constituent record does not automatically create a complete payment view. Bonza does not control constituent status.

An important trust distinction

Recurring Payment Is a Payment Process—not the Entire Relationship Model.

Recurring payment management is different from fundraising or membership logic. Bonza manages relevant payment activity without needing to control constituent status or fundraising strategy.

Relationship logic

Bonza does not need to own this

  • Membership status
  • Supporter segmentation
  • Fundraising campaign
  • Program relationship
  • Benefits
  • Eligibility
  • Communications
Recurring payment

What Bonza actually operates

  • Payment schedule
  • Payment event
  • Payment status
  • Next payment
  • Outstanding amount
  • Payment method context
  • Payment history

Bonza can manage recurring payment activity without needing to become the system that defines the nonprofit relationship.

Two teams, one payment story

Give Finance and Customer-Facing Teams Different Views of the Same Payment Story.

Different teams ask different questions. They should not have to reconstruct different versions of the same payment history — which is how finance and customer-facing teams share payment context rather than each keeping their own.

Finance view
  • Collected
  • Outstanding
  • Due
  • Overdue
  • Upcoming
One source Bonza Payments Salesforce-native
Customer-facing view
  • Payment history
  • Refund context
  • Customer credit
  • Next payment context
Explore Customer Service

What often goes wrong

Five Payment-Operations Mistakes That Create Unnecessary Work.

01

Treating the gateway as the payment operating system

A gateway processes transactions. It does not automatically provide the wider Salesforce payment lifecycle around them.

BetterUse a payment-management layer above the gateway.
02

Treating every payment as an isolated event

Recurring, outstanding, refunded and credited activity can all change the wider payment story.

BetterConnect payment events across the relationship.
03

Confusing relationship management with payment management

The CRM may know the constituent. That does not automatically explain what is happening with the payment lifecycle.

BetterKeep responsibilities clear between the two.
04

Tracking open payments in spreadsheets

The transaction exists digitally while its operational meaning is reconstructed manually.

BetterConnect receivables with Salesforce.
05

Looking only backward

Historical payment reporting does not tell teams what relevant payment activity is expected next.

BetterAdd forward payment visibility alongside history.

The hidden cost

The Real Cost Is Often the Work Required to Reconstruct the Payment Story.

Without connected payment management

"What is happening with this person's payments?"

  1. Check Salesforce
  2. Check the gateway
  3. Check the invoice
  4. Check receivables
  5. Check the recurring payment
  6. Check the refund / credit
  7. Reconstruct the answer
With connected payment management

The same question, one place to look.

Supporter / customer → Bonza payment lifecycle
CollectedOutstandingDueOverdueUpcomingRefundsCredits

If teams must reconstruct the payment story before they can act, the payment operation is still fragmented.

Maturity

How Connected Is Your Nonprofit Payment Operation?

A description of how nonprofit payment operations tend to develop. No visitor is scored, and not every nonprofit needs the same path.

Level 1

Transactional

  • Payments processed
  • Gateway-centric visibility
Level 2

Visible

  • Payment activity is easier to access
  • Outstanding and timing context begin to appear
Level 3

Connected

  • One-time payments
  • Recurring payments
  • Receivables
  • Refunds
  • Credits
  • Customer context
  • Configured gateways
Level 4

Forward-looking

  • Upcoming payments
  • Payment forecasting
  • Payment method expiry
Level 5

Attention-driven

  • AI payment insights
  • Payment Command Center
  • Teams review what needs attention

Use cases

Where Connected Payment Management Helps Nonprofit Organizations.

One-time payment

Situation

A relevant one-time payment needs to be collected.

Problem

The payment becomes disconnected from the Salesforce relationship.

Bonza

Keep payment activity connected to the wider lifecycle.

Outcome

Clearer payment history.

Recurring payment

Situation

A relevant payment repeats over time.

Problem

Each payment cycle is treated independently.

Bonza

Manage recurring payment activity in the broader payment lifecycle.

Outcome

Better payment continuity.

Outstanding payment

Situation

An expected payment remains unresolved.

Problem

Finance needs to distinguish outstanding, due and overdue.

Bonza

Connect receivables and payment timing.

Outcome

Clearer operational visibility.

Refund or customer credit

Situation

Payment value changes after collection.

Problem

The post-payment event becomes disconnected from the original payment.

Bonza

Keep refund and credit context connected.

Outcome

Clearer post-payment understanding.

Multiple payment providers

Situation

The organization uses multiple configured gateways.

Problem

Provider-specific views fragment the payment operation.

Bonza

Maintain the wider Salesforce payment-management layer.

Outcome

More consistent operational context.

Customer-facing payment

Situation

A supporter or customer completes payment through a Salesforce-connected experience.

Problem

The external payment journey becomes disconnected from internal payment operations.

Bonza

Connect the relevant payment activity back to Salesforce.

Outcome

Greater continuity.

Outcomes

What Connected Nonprofit Payment Management Is Actually For.

Defensible outcomes only. No figure is promised.

Connected payment context

Keep relevant payment activity tied to Salesforce relationship context.

One-time + recurring continuity

Manage different payment patterns through one wider payment model.

Clearer receivables visibility

Understand collected, outstanding, due and overdue payment activity.

Forward payment awareness

See relevant upcoming and recurring payment activity.

Connected post-payment activity

Keep refunds and customer credits in the wider payment story.

Multi-gateway flexibility

Use multiple configured providers within one broader payment-management model.

Clearer customer payment journey

Keep customer-facing payment activity connected with Salesforce.

Better operational decision support

Use forecasting, expiry, AI insights and the Command Center to understand where attention may be needed.

What is not claimed: no higher donations, higher fundraising revenue, higher donor retention, higher recurring giving, lower donor churn, improved campaign performance, reduced DSO, higher collection rate, or any specific productivity gain, cost saving or ROI. Those would need validated proof, and this page does not have it.

Why Bonza Payments

A Salesforce-Native Payment Layer for Nonprofits With More Than One Payment Motion.

Salesforce-native

Keep relationship and payment context connected with Salesforce.

One-time + recurring payments

Support different payment patterns through one wider model.

Complete payment lifecycle

Connect payment collection, receivables, refunds, credits and future payment activity.

Multi-gateway flexibility

Use multiple configured gateways without making each provider a separate payment operation.

Customer payment experience

Keep external payment activity connected with internal Salesforce context.

Forward visibility

Use recurring activity, payment forecasting and payment method expiry to understand what is expected next.

Payment intelligence

Use AI Payment Insights and the Payment Command Center for additional operational context.

Connected suite

One Relationship. One Connected Payment Layer.

The same payment layer, read differently by whoever is asking.

Bonza connects the payment operation. It does not need to replace the nonprofit's relationship, fundraising or program-management systems.

FAQ

Nonprofit Payment Questions.

Twelve answers, including the ones that are a plain no.

How can nonprofits manage payments in Salesforce?

By keeping the payment operation in the same environment as the relationship. Bonza Payments is Salesforce-native, so relevant one-time and recurring payment activity, receivables, refunds, customer credits and upcoming payment visibility stay associated with the Salesforce constituent or customer record rather than living in a gateway portal, a recurring-payment process and a spreadsheet separately.

Can Bonza support one-time and recurring nonprofit payments?

Yes, and together on the same person. A relevant one-time or ad hoc payment and a recurring arrangement can run on the same supporter or customer, both visible in one payment position. An amount from one motion can be outstanding while the other keeps collecting on schedule, and both facts stay in the same place.

Can Bonza show outstanding, due and overdue payments?

Yes, and it treats them as three different operational states rather than one unpaid figure. Outstanding means still expected, due means expected now, and overdue means past the expected date. Timing is what distinguishes what is still expected from what may require review, and a person decides what happens next.

Can Bonza forecast upcoming payment activity?

Yes. Bonza Payment Forecasting gives forward visibility into relevant expected customer payment activity, including upcoming payments and recurring payment activity. It should not be positioned as fundraising forecasting, donation forecasting, grant forecasting, revenue forecasting, cash-flow forecasting or treasury forecasting, and expected payment activity is not guaranteed collection.

Can Bonza manage refunds and customer credits?

Yes. A refund stays attached to the payment it came from, so the collected figure remains explainable rather than simply lower. Customer credit is available credit recorded and managed within Bonza Payments, available for relevant future payment use where supported. It is not a supporter wallet, a donor wallet, a cash balance, stored funds or stored value, and Bonza does not hold anyone's money.

Can Bonza work with multiple payment gateways?

Yes. Bonza supports multiple configured gateways, including a configured default and selection of another configured gateway where a scenario calls for it, while keeping a broader payment-management layer in Salesforce. There is no smart routing, least-cost routing, automatic failover, automatic retry through another gateway, settlement reconciliation or token portability, and provider capabilities are not interchangeable.

Can supporters or customers make payments through Experience Cloud?

Where a nonprofit already uses Salesforce Experience Cloud for relevant customer or constituent experiences, Bonza can support connected payment journeys inside that Salesforce environment, with payment activity flowing back to Salesforce. Bonza does not provide nonprofit community management, donor portal management, constituent authentication, campaign management, grant portal functionality or volunteer portal functionality.

Does Bonza replace Salesforce Nonprofit Cloud?

No, and no replacement claim is made. Bonza focuses on the payment-management layer. Where an organization uses Salesforce for constituent relationships, Bonza can manage relevant payment activity around those relationships — the relationship record stays where it is, and Bonza adds the payment lifecycle beside it.

Does Bonza replace fundraising software, or manage donations and campaigns?

No. Bonza should not be positioned as a fundraising or campaign-management platform, and it does not manage donations, gifts, pledges, campaigns, appeals or peer-to-peer and event fundraising. It manages relevant payment activity. Whether a given payment is a donation is a question for the organization's own relationship and fundraising systems, not for Bonza.

Does Bonza manage grants or provide donor management?

No to both. Grant management, grant accounting and grant portals are not Bonza capabilities, and neither is donor management, a donor database, donor segmentation or donor scoring. Bonza manages the payment lifecycle around relationships that live in the organization's CRM.

Does Bonza replace accounting software?

No. Bonza manages the customer payment lifecycle, not the general ledger or the accounting close. It is not an accounting platform, an ERP, fund accounting, nonprofit accounting, grant accounting or a revenue-recognition system.

What is the difference between recurring payment management and fundraising or membership management, and how does AI Payment Insights fit in?

Recurring payment management covers the payment schedule, the payment event, its status, the next payment, any outstanding amount, payment method context and payment history. Fundraising or membership logic may determine membership status, supporter segmentation, campaigns, program relationships, benefits, eligibility and communications — none of which Bonza owns. AI Payment Insights sits only on the payment side: it surfaces changes such as relevant payments moving into overdue status, expected recurring activity changing, or a payment method approaching expiry before a future payment, then hands those to a person. There is no donor propensity scoring, donation likelihood, retention or churn prediction, major-gift prediction, fundraising recommendation engine, automatic supporter outreach or autonomous financial action.

Nonprofits

Keep the Payment Story Connected to the Relationship Behind It.

See how Bonza Payments connects one-time and recurring payments, receivables, refunds, customer credits, configured gateways and upcoming payment activity inside Salesforce for nonprofit organizations.