Refund a Transaction

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

Notification of Change (NOC) Failure

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

Transactions Overview

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

Why did a transaction fail?

Anytime you need to look up or review your failed transactions you will want to generate your Failed Transaction Report. Follow these steps to run your Failed Transaction Report: 1.  Click on “Reporting” at the top of your Qsuite 2.  Click on “Failed Transaction Report” in Financial reporting 3.  Enter you start and end dates (maximum of 90-days at a time) and click “Run” 4.  Your report results will be display which you can choose Read more

How do I Copy a Transaction?

You can take any Transaction Schedule and copy it to start a new transaction. Here are a few instances where copying a transaction might be helpful: donor calls and asks to make an donation – they have given in the past donor gives monthly but calls to make an additional one-time donation donor’s transaction failed but is now ready to make-up the failed transaction with a one-time donation In all of these instances you can Read more

How do I reprocess a failed donation?

You can take any Transaction Schedule and copy it to create a new transaction. Here are a few instances where copying a transaction might be helpful: donor calls and asks to make an donation – they have given in the past donor gives monthly but calls to make an additional one-time donation donor’s transaction failed but is now ready to make-up the failed transaction In all of these instances locate the Transaction Schedule for the donor Read more

How do I edit a Transaction?

Here are the step to Edit a Transaction: 1. Click on “Transactions” at the top of your Qsuite 2.  Search for the donor’s Transaction Schedule by last and/or first name 3.  Click the pencil icon next to the Transaction Schedule you need to edit which is in a “Pending” status (If the item you were hoping to edit shows a “Complete” this means the Transaction Schedule has been fulfilled and the recurring transaction has been completed.  In this case, Read more

How do I update an expiration date?

Here are the step to Edit a Transaction to update the expiration date: 1. Click on “Transactions” at the top of your Qsuite 2.  Search for the donor’s Transaction Schedule by last and/or first name 3.  Click the pencil icon next to the Transaction Schedule you need to edit 4.  Click the [Edit] button to make your changes 5.  Scroll down to “Payment Information” and choose the new expiration date month and year from the drop-downs 6. Read more

How long do refunds take to process?

Refunds process just like a Sale, except the funds are being debited from your account and returned back to the account holder.  Refunds will settle with the Processing Bank the night the refund is issued along with any other transactions for that day.  This means the account holder could see their funds as early as 2 business days after the refund has been processed (e.g., Refund was issued on Monday, donor could see it as early as Wednesday).  Keep in mind: some Read more