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Set payment methods and issue refunds

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The Payments section of the Gifts area contains the Payment Methods and Refunds entities. Although you can view these entities at any time, usually you work with their records from a transaction or an event registration package.

A payment method record contains details for a constituent's payment methods, such as a bank account or a credit card. When you complete a transaction or event registration package for a constituent, you can use an existing payment method, or add a new one.

A refund record lets you refund a gift, either as partial refunds (the total refund is less than the original payment) or as a full refund (the total refund is equal to the original payment). After a transaction completes, you can issue a refund from the transaction record.

Payment methods

To work with payment methods outside of a transaction or registration, do the following steps:

  1. On the navigation pane, select the Change area menu.
  2. Select Gifts.
  3. Under Payments, select Payment Methods.
  4. The default view opens. To create a new payment method record, select New on the action pane. You can also switch to a different view or set a new default view if needed.

Refunds

To work with refund records outside of a transaction, do the following steps:

  1. On the navigation pane, select the Change area menu.
  2. Select Gifts.
  3. Under Payments, select Refunds.

For more information on refunding a gift, see Refund a gift.

Designations

The Designation record allows the solution to tie account codes to transactions in Fundraising and Engagement. A designation dictates the debit and credit general ledger (GL) codes that should be used during a specific transaction.

The designation is required, and although it defaults to the value set at the selected campaign, it's independent of the campaign, appeal, and package. You can select a different designation than the one defaulted from the campaign.

For more information about creating a designation and designation plan, go to Configuration: Designation Management.

Payment processor currencies

The Fundraising and Engagement solution supports payment processing through Stripe, Moneris, and iATS payment gateways. Each payment gateway handles currencies differently.

  • A Stripe payment processor supports all currencies.

  • A Moneris payment processor supports only payments in CAD.

  • The iATS payment processor supports multiple currencies, but assumes that the incoming payment is in the same currency the user specified during registration.

    Note

    If you try to use a different currency from the currency specified during registration, iATS silently interprets the charged amount in the originally registered currency. For more information, see iATS Payments Gateway Guide.

See also

Gifts overview
Payment schedules in Fundraising and Engagement
Transactions in Fundraising and Engagement