Transactions Overview

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    Crystal Anderson

    What is the difference between transaction type "payment" and "sale"?

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    Kinsey Mahan

    Hi Crystal - Each transaction will have two components -the sale and the payment. The "sale" happens when a form is submitted with a dollar amount associated - it's the agreement to pay. The "payment" occurs when the actual payment is applied. For example, if a member wants to pay immediately with a credit card, the sale and payment will occur at the same time. Alternatively, if a member chooses "Invoice Me" for their payment method and mails in a check, the sale will occur when the form is submitted, and the payment will occur when an Admin applies the check payment to the Open invoice. Hope that helps!

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    info

    When I filter the transaction report, selecting Payment type of Credit Card or Credit Card Refund - why am I seeing transactions Check or Cash transactions on the screen as well?

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    Jay Fitzmaurice

    Hello Marsha! I've submitted a Help ticket on your behalf for that question so the team can look into that for you. We'll be in touch!

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    Brenda Adams-Weyant

    Is it possible to search for profiles that have auto-renewal (recurring payment) setup?  

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    Jay Fitzmaurice

    Hello Brenda! If you pull an export of your membership, "Auto Renew" is an exportable piece of information that will be listed as either Off/On. I hope that helps!

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    Jean Hill

    I'm trying to run a report that just shows paid transactions with the payment method included and I can't figure out how to do it. If I filter on Transaction Status "Paid" I only get Transaction Types of "Sale" and it does not show the method of payment. If I filter on Transaction Type "Payment" I can see the payment method, but the Transaction Status is "Approved" and the only transactions showing are credit card sales. Every check payment only has a Sale transaction and the payment method is empty. I need to go to the individual profile to confirm that they paid by check.

    How do I run a report that shows all paid transactions with the payment method included? 

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    Jay Fitzmaurice

    Hello Jean! I've opened up a Help ticket for you so they can investigate what Payment Method isn't showing up for you when you filter by "Payment". We'll be in touch!

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    Jean Hill

    Thank you! 

     

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    Emily Clark (Edited )

    Is it possible to tell if a payment was submitted by a member on the front end through their account, or by an admin on the back end on the member's behalf (ex: if they called to make a payment over the phone), and to filter the transactions accordingly? 

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    Jay Fitzmaurice

    Hello Emily! There isn't a differentiation between a member submitting their own payment or an admin processing it on the back-end, at this time. If that'd be helpful for you, please feel free to submit feedback for the idea

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