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Void on account amount

David Geoffrey Hall
$organization

Hi there

I was doing some testing with our TNEW setup and contributions, and processed a donation on my own credit card to confirm that it was working correctly. Good news: it is! However, I made the error of refunding the amount using our credit card portal (DPS) instead of processing the refund within Tessitura.

As such, my constituent record has on account money which technically is not valid.

Is there any way to manually remove on account money from a constituent without processing it in a batch against a ticket/donation/product?

Cheers,

David Geoffrey Hall

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  • $organization

    Hi Geoffrey

     

    I’d suggest that you open a support ticket for this. But good to hear that all is working with TNEW and donations!

     

    Cheers

    Sandra

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Monday, 3 June 2013 5:40 PM
    To: Sandra Ashby
    Subject: [Tessitura Finance Forum] Void on account amount

     

    Hi there

    I was doing some testing with our TNEW setup and contributions, and processed a donation on my own credit card to confirm that it was working correctly. Good news: it is! However, I made the error of refunding the amount using our credit card portal (DPS) instead of processing the refund within Tessitura.

    As such, my constituent record has on account money which technically is not valid.

    Is there any way to manually remove on account money from a constituent without processing it in a batch against a ticket/donation/product?

    Cheers,

    David Geoffrey Hall




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • $organization

    Hi Geoffrey

     

    I’d suggest that you open a support ticket for this. But good to hear that all is working with TNEW and donations!

     

    Cheers

    Sandra

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Monday, 3 June 2013 5:40 PM
    To: Sandra Ashby
    Subject: [Tessitura Finance Forum] Void on account amount

     

    Hi there

    I was doing some testing with our TNEW setup and contributions, and processed a donation on my own credit card to confirm that it was working correctly. Good news: it is! However, I made the error of refunding the amount using our credit card portal (DPS) instead of processing the refund within Tessitura.

    As such, my constituent record has on account money which technically is not valid.

    Is there any way to manually remove on account money from a constituent without processing it in a batch against a ticket/donation/product?

    Cheers,

    David Geoffrey Hall




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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