Knowledge Base

Connect: Transactions

Within Connect you can view and manage your Click & Pledge transactions.

This article includes instructions on how to:

 

Navigate to Transactions

  1. Click on Launcher icon 
  2. Click on Transactions & Reports
  3. Click on Transactions
  4. 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 Create New View for custom view.
     

    Transaction Detail

    Click on a transaction Order Number to view the transaction details. The following actions are available:
    • 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.
     

    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

     
     

    Re-post Transaction to Salesforce

     


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