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To cancel a transaction in the Qsuite you need to search for its Transaction Schedule in a status of “Pending”. Remember: the Transaction Schedule is not a transaction, it is an instruction for how transactions will be created. You can search one of two ways: 1. Click on “Transactions” at the top of your screen and search for the account holder 2. Enter the account holder’s first OR last name in the white search box Read more
CashLINQ Failure Codes Communication Error / GSE- No Response from Gateway / VE- SCHEDULE ERROR There was an interruption in communication during processing of the transaction and the transaction did not process as scheduled. Typically, once the account holder has been notified you can copy the transaction schedule and reschedule/resubmit the transaction. GSE/VE- NEW PAY INFO REQUIRED There is an issue with the stored payment information and the transaction failed to process. The transaction Read more
A Transaction Schedule is not a transaction, rather it is an instruction for how Transactions will be created. The term “Complete” on a Transaction Schedule means that all transactions have been created and the instruction is complete. You will often see a Transaction Schedule in a status of “Pending.” This indicates that there are still transactions to be created and the next transaction will be created on the “Date” specified.
Recurring transactions automatically run on a set schedule, but sometimes, a donor wants to skip a payment or two without cancelling. The Q Suite allows you to accommodate this in the Transactions menu. Transactions Locate the recurring transaction that needs to be skipped. You can do this several ways: By clicking on “Transactions” at the top of the screen, then search for the account holder by name Use the Universal Search box at Read more
Sometimes it is necessary to provide a partial or full refund of a transaction. Below are the steps to accomplish this: Transactions Locate the transaction that needs to be refunded. You can do this several ways: By clicking on “Transactions” at the top of the screen, then search for the account holder by name Use the Universal Search box at the top of the screen and type the first or last name of the Read more
QC01- Incorrect Account Number Reason: The account holder has been issued an updated account number by their bank, and the old one can no longer be submitted for processing. What to do: Have the account holder contact their bank for the updated payment information and resubmit. QC02- Incorrect Routing Number Reason: The routing number has been changed by the bank, and the old one can no longer be submitted for processing. What to do: Read more
Your transaction management tool for the Qsuite is Transactions. You can research as well as take action on transactions using the Transaction Search and the available action buttons in the transaction detail. Transaction Search Find and manage transactions from all your Qsuite products. You can filter your search results by several factors Filters First Name: The billing first name. Last Name: The billing last name Account Last Four: Search by the last 4 digits of Read more
You made an event, registrations have come in, but now someone needs to cancel, or make changes to their registration. Or maybe you just need to apply an offline payment for someone who registered online and mailed in a paper check that has just arrived on your desk. This quick reference sheet will walk you through managing your registrations. Find a Registrant The first thing you need to do is locate the registrant you Read more
Reporting contains the end date for transactions. You can add this column to your report, and then click on the ‘Advanced’ option in the Filter section to pull your report using the date range by End Date. This allows you to see transactions that are scheduled to end in the specified time-frame and then you can decide how you want to follow up with your donors that are coming up on their end date.
The turnaround for transactions to deposit into your account can range from 48 hours to 10 business days depending on your setup and the payment method used. The first thing you need to do is run a report in Qsuite for your transaction activity, but which report to run also depends on your setup. Generally, transactions that run on a particular day will batch together, but it is important to note that transactions may carry Read more