{"id":97,"date":"2014-05-16T01:35:30","date_gmt":"2014-05-16T08:35:30","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=97"},"modified":"2014-05-16T01:35:30","modified_gmt":"2014-05-16T08:35:30","slug":"how-do-i-copy-a-transaction","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=97","title":{"rendered":"How do I Copy a Transaction?"},"content":{"rendered":"<p>You can take any Transaction Schedule and copy it to start a new transaction.<\/p>\n<p>Here are a few instances where copying a transaction might be helpful:<\/p>\n<ul>\n<li>donor calls and asks to make an donation \u2013 they have given in the past<\/li>\n<li>donor gives monthly but calls to make an additional one-time donation<\/li>\n<li>donor\u2019s transaction failed but is now ready to make-up the failed transaction with a one-time donation<\/li>\n<\/ul>\n<p>In all of these instances you can locate the Transaction Schedule for the donor and Copy to start a new transaction. \u00a0If the donor wants to use the same form of payment it will not be necessary to request payment information. \u00a0The transaction will run against the same payment method.<\/p>\n<p>Here are the step to Copy a Transaction:<\/p>\n<p>1. Click on \u201cTransactions\u201d at the top of your Qsuite<\/p>\n<p>2. \u00a0Search for the donor\u2019s Transaction Schedule<\/p>\n<p>3. \u00a0Make sure you verify the last 4 of the account number to ensure you will run this new transaction on the right account<\/p>\n<p>4. \u00a0Click the pencil icon next to the Transaction Schedule you wish to Copy<\/p>\n<p>5. \u00a0Click the [Copy] button<\/p>\n<p>6. \u00a0The Transaction Schedule information has been duplicated into a new schedule which you are about to Submit.<\/p>\n<p>7. \u00a0Review the transaction information and edit any part of the schedule needed in order to create this new transaction as the donor intended<\/p>\n<p>8. \u00a0Review your transaction information for accuracy, confirm your information and [Submit]<\/p>\n<p><span style=\"color: #ffffff\">duplicate a transaction , copy a transaction , duplicate a donation , copy a donation , run a transaction again , run a donation again , how do i restart a transaction? , how do I restart a transaction , reprocess a failed transaction , how do I reprocess a failed donation? \u00a0how do I reprocess a failed donation<\/span><\/p>\n<hr \/>\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f1655-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fposts%2F97#wpcf7-f1655-o1\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"1655\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f1655-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<p>Did this article answer your question?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"menu-810\"><select name=\"menu-810\" class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"Yes\">Yes<\/option><option value=\"No\">No<\/option><\/select><\/span> <\/p>\n<p>How can we improve this article?<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"improve\"><textarea name=\"improve\" cols=\"40\" rows=\"10\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\"><\/textarea><\/span> <\/p>\n<p>Your Name (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input type=\"text\" name=\"your-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p>Your Email (optional)<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input type=\"email\" name=\"your-email\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-email\" aria-invalid=\"false\" \/><\/span> <\/p>\n<p><input type=\"submit\" value=\"Send\" class=\"wpcf7-form-control has-spinner wpcf7-submit\" \/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div><\/form><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 \u2013 they have given in the past donor gives monthly but calls to make an additional one-time donation donor\u2019s transaction failed but is now ready to make-up the failed transaction with a one-time donation In all of these instances you can <a class=\"blog-more btn btn-xxs btn-primary\" href=\"https:\/\/www.cashlinqhelpdesk.com\/?p=97\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[6,7,17,18],"tags":[],"class_list":["post-97","post","type-post","status-publish","format-standard","hentry","category-customq","category-donateq","category-transactions","category-tuitionq"],"_links":{"self":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/97","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=97"}],"version-history":[{"count":0,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=\/wp\/v2\/posts\/97\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=97"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=97"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cashlinqhelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=97"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}