Your transaction management tool for the Qsuite is Transactions.\u00a0 You can research as well as take action on transactions using the Transaction Search and the available action buttons in the transaction detail.<\/p>\n
Find and manage transactions from all your Qsuite products.\u00a0 You can filter your search results by several factors<\/p>\n
o\u00a0\u00a0 Reconciled- A debit or credit transaction that has processed for payout or collection.<\/p>\n
o\u00a0\u00a0 Pending-\u00a0 A future scheduled transaction occurrence.\u00a0 The transaction has not processed yet and is available to edit or cancel.<\/p>\n
o\u00a0\u00a0 In Process-\u00a0 An eCheck transaction that is currently processing for payout.\u00a0 These can take anywhere from 3-9 business days based on your account setup to reconcile.<\/p>\n
o\u00a0\u00a0 Failed-\u00a0 A transaction that did not process successfully.<\/p>\n
o\u00a0\u00a0 Cancelled-\u00a0 A future scheduled transaction or recurring was manually cancelled.<\/p>\n
o\u00a0\u00a0 System Cancelled-\u00a0 A Recurring status for 3 failed occurrences using the same payment information.\u00a0 The system automatically stops the recurring from continuing.<\/p>\n
o\u00a0\u00a0 Completed-\u00a0 Recurring status to designate the recurring transaction has ended based on number of occurrences or the End Date that was established.<\/p>\n
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The search results break down the transactions by Transaction Schedule, Transactions, and Event Transactions.\u00a0 To view the transaction details or manage a transaction, click on the \u201cpencil\u201d (Edit) icon.\u00a0 The options available for a transaction depend on the status the transaction is currently in, and the product the transaction originated from.<\/p>\n
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Transaction Schedules are not transactions in and of themselves, but the scheduled occurrence(s) for transactions that take place or will take place in the future.\u00a0 There is no impact on a donor or customer account until the Scheduled Date in a Transaction Schedule has arrived.\u00a0 In the case of a recurring transaction, only the next scheduled occurrence in the Transaction Schedule will show.\u00a0 Past occurrences will show under Transactions as the transaction has already occurred.<\/p>\n
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The actions you can take on a Transaction Schedule are:<\/p>\n
Print:\u00a0 Print the current details of the Transaction Schedule including the payment information, billing information, categories and amounts, as well as any comments and notes.<\/p>\n
Edit:\u00a0 Update a Transaction Schedule to change payment information, billing information, categories and amounts, or the schedule.<\/p>\n
Cancel:\u00a0 Stop a Transaction Schedule and prevent further transaction processing.<\/p>\n
Copy:\u00a0 Copy the Transaction Schedule to create a new and independent record with the current details pre-populated.\u00a0 You can use this to run an additional one-time transaction or fire a makeup transaction for a previously failed occurrence.\u00a0\u00a0 Alternatively, you could create an additional recurring.<\/p>\n
Skip:\u00a0 Skip one or more scheduled occurrence(s) of a record.\u00a0 When an occurrence is skipped, the Transaction Schedule is pushed back which updates the Scheduled Date and the End Date the specified number of occurrences.<\/p>\n
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The actions available to a particular Transaction Schedule depend on the status that the record is currently in.\u00a0 Below is a list of the record statuses and the actions available to each one:<\/p>\n
Pending:\u00a0 The next scheduled occurrence of a Transaction Schedule.<\/p>\n
Completed:\u00a0 The last scheduled occurrence of a Transaction Schedule.\u00a0 This record has been completed and will no longer process transactions.\u00a0 A record completes on one-time transactions after the Scheduled Date arrives and on recurring transactions that hit their End Date or the designated number of occurrences.<\/p>\n
Cancelled:\u00a0 This Transaction Schedule has been manually cancelled, and will no longer process transactions.<\/p>\n
System Cancelled:\u00a0 This Transaction Schedule has been cancelled by the system, and will no longer process transactions.\u00a0 Most often, this is seen on a recurring record where there has been 3 failed transaction attempts using the same payment information.<\/p>\n
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Transactions lists transactions that have already occurred.\u00a0 You will also see transaction attempts that might have failed when a recurring or post-dated transaction tried to run, or on eChecks that return from a bank.\u00a0 Transactions listed in this section are single occurrences (or points in time) that are the result of a Transaction Schedule which was created in your Qsuite through either a Giving Page or a Payment Page.<\/p>\n
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The two possible actions you can take on a Transaction are:<\/p>\n
Print:\u00a0 Print the details of the selected transaction including the payment information, billing information, categories and amounts, as well as any comments and notes.<\/p>\n
Refund:\u00a0 You can partially or fully refund a settled transaction back to the card or account the transaction originally ran on, up to the original amount.\u00a0 You can apply the refund amount to specific categories based on the orginal transaction\u2019s designation(s).<\/p>\n
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You can Print the details for any transaction, however the Refund option is only available at certain times based partly on the status that transaction is currently in, and partly on the transaction balance.\u00a0 Below is a list of the transaction statuses and the actions available to each one.<\/p>\n
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Reconciled:\u00a0 A transaction is Reconciled when it has finished processing and is scheduled to pay out.\u00a0 This status applies to both charges and refunds, so looking to see if the amount is in parenthesis is important to identify the type of transaction.\u00a0 You can refund a transaction up to the original amount of that transaction.\u00a0 You can run a refund from the original transaction or, in the case of a partial refund, one of the previous refunds so long as there is still a balance on the original amount.\u00a0 Once the full amount has been refunded the only action available is Print.<\/p>\n
In Process:\u00a0 This status is exclusive to eCheck transactions that have been submitted and are waiting for settlement and payout.\u00a0 This process can take up to 7 business days.\u00a0 While a transaction is In Process, the only available action is Print.<\/p>\n
Reconciled-Returned:\u00a0 A transaction that is fully or partially refunded is updated to Reconciled-Returned to signify that money has been returned to a card\/account holder.\u00a0 A Returned transaction will show related refund transaction history so you can see when refunds occurred and how much was refunded.\u00a0 If there is a partial balance remaining on Returned transaction, you can process an additional refund up to the remaining amount, but you will not be allowed to exceed the original transaction amount.\u00a0 Once the full amount has been refunded, the only action available is Print.<\/p>\n
Failed:\u00a0 The transaction Failed to process.\u00a0 Most often this occurs as the result of a decline from the issuing bank.\u00a0 Since eChecks do not have a \u201clive\u201d authorization, transactions that are In Process or even Reconciled, may be updated to Failed if they return from the bank.\u00a0 Once a transaction fails, the only available action is Print.<\/p>\n
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EventQ Transactions list the individual transactions tied to event registration activity in EventQ.\u00a0 These transactions have already occurred.\u00a0 You would also see eCheck transactions that have returned from the bank listed here as Failed.\u00a0 The possible actions you can take on an EventQ Transaction are based on the Registration Edit functions.<\/p>\n
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The Registration Edit screen displays a summary of the registration including the Primary Contact, the Registrants, as well as a Balance summary.\u00a0 You view the detail for the Primary Contact or a Registrant by selecting the name.\u00a0 Likewise, you can view or hide Extras and the Questionnaire.<\/p>\n
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You can view Discounts, Adjustments, and Transactions details by selecting those headers.\u00a0 Details will appear under each heading if appropriate.<\/p>\n
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The actions available to a registration are outlined below:<\/p>\n
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The actions available in the balance section is based on the outstanding balance on a transaction.<\/p>\n
Other terms: system cancelled? transaction? donation? refund? cancelled? refunded? credited?<\/span><\/p>\n <\/p>\n <\/p>
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