How do I process a VOID for a transaction within Tessitura?
A few days ago, I processed a credit card donation transaction via a supervisor request. Our credit card processor contacted us requesting documentation to approve the transaction because of its size. We communicated with the donor in an attempt to obtain the necessary written confirmation. The donor requested that we VOID the transaction and informed us they would send a check instead.
Outside of Tessitura, our credit card processor handled the VOID and put the money back on the donor's card.
Now we need the best method to reflect that VOID within in Tessitura.
Thanks,
Marie Kocher
Development Assistant
Kansas City Ballet
mkocher@kcballet.org
Hey Marie,
The easiest way I can see is to either make a payment method that is the credit card type used and then make sure the "authorize on-line" box is not selected. That way it will show as a credit card transaction but won't authorize through Tessitura. You could also just go in and take the check mark away from the that credit card payment method in Tessitura, process the transaction, and then re-add the check mark.
That would be the way I would handle it.
Chris
You could process a refund to Cash, which would debit the income account and credit the cash account. I don’t know how your Tessy data is communicated to your Finance people, but you would need to be careful to make sure that this voided transaction is communicated directly to them so it is recorded correctly in their books.
I would do this in a separate posting so it is easy to find and trace.
____________________________
Julie P. Hamre
Staff Accountant
Strathmore
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
www.strathmore.org
301-581-5136
jhamre@strathmore.org
In office Monday-Thursday
From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Wednesday, November 18, 2015 3:52 PM To: Julie Hamre Subject: [Tessitura Finance Forum] Method to Void Transaction?
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