So here's one I'm trying to figure out: A patron pledged some money a few weeks ago. They paid it online; we put our online donations into on accounts for Devo to process. This patron started a duplicate account and paid his pledge under that. So I've got an on account pledge payment sitting under a duplicate account. What's the best way to get a handle on this one?
If the membership history is in the record with the On Account – process the on-account membership. Refund the money from the dupe account, make certain the membership record is deleted and then merge the two records.
From: Michael Magnes [mailto:bounce-michaelmagnes4326@tessituranetwork.com] Sent: Wednesday, April 26, 2017 12:33 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Development Forum] On Account donations and duplicate accounts
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So, the on account is on the record without the membership. Would I just process it and then refund it then?