Transaction Logs

A transaction log is inserted each time an attempt is made to bill a credit card payment. It tracks:

1. The date and time the card was billed 
2. If the card was processed
3. If the card was approved
4. The message
5. The error message
6. If you want to send an email to the donor to notify him of the unsuccessful bill attempt
7. If the email was sent
8. If it was resolved
9. Notes

Each time a transaction log is inserted it updates the Bill Attempt Number on the payment.

To view a transaction log from the account screen: edit the payment and click on the green icon near the credit card information on the payment.

You can also view the transaction log from the credit card billing screen: right click on the payment and view transaction logs.

Failed Transaction Forms

When a transaction fails the above form will pop up. It gives you options of how to proceed with this unsuccessful charge. You can:

• Change the payment date to a later date when you want to attempt to bill the card again 
• Change the payment method
• Change the card
• Enter in notes regarding this transaction
• Void the payment – saves the payment as a $0 payment. You can record the reason why you voided the payment in the notes.
• Send email to donor – there is a mailing which you can set up to email out to donor notifying him of the failed transaction
• Attempt to Bill on Save – attempt to bill the card again when you hit ok. If it fails again, the form will pop up again.