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






Powered by  Desk.com