Within CONNECT you can view and manage your Click & Pledge transactions.
This article includes instructions on how to:
- Navigate to transactions
- Find a transaction
- Delete Contact
- Refund a credit card transaction
- Resend a receipt
- Pre-Authorization with single payment
- Process the next recurring payment
- Edit/Update a recurring transaction
- Cancel a recurring transaction
- Edit Item Name and/or SKU
- Re-post Transaction to Salesforce
- Edit or Update the Live Stream/Public Comments
Navigate to Transactions
- Click on Launcher icon
- Click on Transactions & Reports
- Click on Transactions
Use the View, Payment, or Method filters to view transactions. Use the Search icon to find specific transactions. If you wish to customize a view, click Create New View and follow steps.
Find a Transaction
View
Use current view or click New View for custom view.
Download
Click on the Download button to download a spreadsheet .csv file of the current transaction view.
Transaction Detail
Click on a transaction Order Number to view the transaction details.
The following actions are available:
Delete Contact
Deleting a contact removes all information about the Contact from CONNECT based on any transactions using the same email address. This feature was added to provide GDPR compliance, as required by the European Union.
Because deleting a contact does remove the "Card on File", this step has serious consequences:
- Destroys contact information with no means of recovery.
- Removes all options to resolve any dispute the Contact may have.
- The organization can no longer to issue credit for any of the Contact's transactions.
- The Contact can no longer make any Recurring Donation payments.
The transaction record is retained; however, any identifying information is purged.
Because this is such a drastic action, this option is only available to users with the "Admin (System Profile)" and to complete the process, users must agree to a warning:
Once completed, the user receives a confirmation:
If the contact has been deleted, the transaction displays without personal information, and identifies who removed the contact:
Refund a Credit Card Transaction
Resend a Receipt
Pre-Authorization with single payment
Process the next recurring payment
Edit/Update a recurring transaction
Most fields within Recurring Transactions can be updated.
Non-editable fields:
- Recurring Type. There are two types of recurring transactions. Subscription and Installment. Once a recurring transaction begins, these may not be edited. If an edit is needed to Recuring Type, the transaction should be cancelled and a new transaction created.
- Indefinite Recurring. If a donation was set up as an indefinite recurring transaction, it may not be edited. If an edit is needed, the transaction should be cancelled and a new transaction created.
To edit Item Name and/or SKU you will need to make changes in Transaction Detail.
In Transactions & Reports > Transactions, find the transaction you wish to edit. You may use the search bar at the top of the webpage or use the view. You may customize a new view if you wish to set one up for only your recurring transactions.
In Manage Recurring, you also have a link to the Recurring Updater for this transaction. You may provide this link to your patron so they can update their recurring transaction themselves.
The word Edit will appear on the right in the section header. Click Edit to make edits to that section.
When edits are completed, click Process Payment button.
If you wish to review changes, they are available in the Change Log.
Cancel a recurring transaction
Edit Item Name and/or SKU
Within a Transaction you may edit your item name and/or SKU. To do this simply go to the transaction detail, make the changes, then select update.
Recurring Transactions
Recurring transactions clone the last prior transaction. When you make an edit to the last prior transaction, the next recurring transaction that processes will clone that last prior transaction with your saved edits.
How to Edit Item Name and/or SKU
To edit Item Name and/or SKU, first navigate to a Transaction. Go to Launcher > Transactions & Reports > Transactions then select the desired Transaction Order Number.
Once you are in the Transaction Detail, click on the pencil icon or the field for the Item Name, Item SKU, Item GAU, Campaign SKU, and/or Form SKU to enter the updated text. To save, click UPDATE button.
Re-post Transaction to Salesforce
- Issue Credit: The credit card may be credited back and an email may be sent to the card holder.
Note: For eCheck (or ACH) transaction refunds, customers will need to refund the patron directly.
- Post to Salesforce (if connected to Salesforce.com): The transaction may be posted to Salesforce.com. A history of the prior posts is also provided.
- Send Receipt: A copy of the receipt may be re-sent to the patron. You may enter a different email address than the one originally provided by the patron.
- Manage Recurring: A recurring transaction may be cancelled, edited and updated using the available options.
Note: Send Receipt option may be Enabled/Disabled for recurring transactions from 'Manage Recurring' tab. To do so, go to Transactions & Reports > Transactions > Select the order number of a recurring transaction > Manage Recurring > Edit/Update > Edit Recurring Section - Send Receipt (Enable/Disable) > Click Update/Save.
- Charge the Card: Will go to the Virtual Terminal where the card may be charged again.
- Cancel: Will take you back to the Transaction List screen.