Knowledgebase

GiveBig: How to Credit a Transaction

Last Updated: Nov 16, 2016 03:12PM EST
Click & Pledge customers have 2 options to credit a transactions. You can do this using your Click & Pledge Portal or Click & Pledge Connect. To login to Connect your Click & Pledge User Permission needs to be set to 'System-wide Administrator."
 

Option 1: Credit a Transaction Using Portal

Follow the steps below after you login to your Click & Pledge account at https://portal.clickandpledge.com/
  1. Select Virtual Terminal (top right corner)
  2. Select “Credit Transaction” tab
  3. Enter any search parameters to find transaction
  4. Press “Submit” button at bottom of page
  5. Transactions will appear based on your search
  6. Select the order number of the transaction you wish to credit
  7. Transaction Detail will appear for that transaction. Review to confirm this is the transaction you wish to credit.
  8. Press “Credit” button at bottom of page to credit the transaction
 
Image Reference for Steps 1-4
 credit transaction image 1
 
Image Reference for Step 5
Order number

Image Reference for Step 6-7
Review and Credit Transaction

Receive confirmation of credit
Confirmation
 

Option 2: Credit a Transaction Using Connect
 

The following definitions apply:

Settled Transaction: Transactions are settled at midnight on the day of the transaction. All transactions are settled at midnight.

Credit: Settled transactions may be credited. A credit appears on the card holder's credit card statement in 7-10 days depending on the issuing bank. Transactions credited prior to the statement closure date, at the end of the month, incur the authorization fee. Transactions credited after the statement closure date incur both the percentage and authorization fee.

Void: Transactions that have not yet settled, voided prior to midnight of the transaction date, incur only the authorization fee and not the percentage fee. Voided transactions, since they have not yet settled, will not show up on the card holder's credit card statement and will never settle.

Step-by-Step Procedure to credit a transaction:


 
  1. Login to your Connect instance.
     
  2. Select ‘Transactions & Reports’ from Launcher (Top Right).
     
  3. Click 'Transactions'.
     
  4. Select the desired order number to which you want to issue credit.

NOTE: Issue Credit feature is ONLY available for Credit Card and Custom Payment.


 
  1. In Transaction Details page, click ‘Issue Credit’.
     

 
  1. Add an ‘Internal Note’ for future reference.
     
  2. To send a credit notice to the card holder click on 'Send Confirmation Email' and review the email.
     
  3. Click ‘Issue Credit’.
     
Credited transactions will settle automatically at midnight and will take 7-10 days to appear on the card holder's statement depending on the issuing bank. Voided transactions will never settle and as such will never appear on the statement.
 
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