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
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:  

Refund a Credit Card Transaction

 

Resend a Receipt

 
 

Pre-Authorization with single payment​

 
 

Process the next recurring payment

 
 

Edit/Update a recurring transaction

Many fields within Recurring Transactions can be updated. Below is a list of those fields.

Editable fields:
  • Patron’s email address
  • Next installment date (the date the next recurring transaction will process)
  • Sending receipts
  • Salesforce Campaign
  • Billing Information (including patron’s name)
  • Shipping address (if applicable)
  • Change payment method. This allows you to enter in new credit card information for your patron. You cannot update just the expiration date. To change payment method, you enter your patron’s complete credit card information.

Non-editable fields:
  • Periodicity
  • Total charge (amount of transaction)
  • Credit card expiration date. You need to have complete credit card information (card holder name, card number, and expiration date) to update the recurring transaction's credit card payment.
If you need to change the periodicity or the total charge (amount of transaction), you will need to cancel the recurring transaction and create a new one.
 
 

Cancel a recurring transaction

 
 

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.


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