Hello hive mind,
I am trying to rack my head around how to track total amounts charged to credit cards for donations we take online that get put into an on-account payment method to be later processed by our Devo team. Right now, this payment method, Contributions On-Account, is used to move money for contributions everywhere, so it is not exclusive to web donations, but also use internally for other purposes.
Is there a way to link a credit card charge that then gets moved to an on-account payment method?
We also want to make sure that if there is a case where an order is charged say $500 and $100 of that goes into Contributions On-Account and $400 is for tickets, that those numbers get allocated correctly in reporting to show $400 in ticketing credit sales and $100 in donation credit sales.
My end goal is to track all donations by credit card vs ticket sales by credit card to determine the approximate breakdown for our credit card fees for each category.
Thanks!
Jeff
Not sure how much this helps, but we created an on account payment method called "Online Gifts" which all online gifts now go to (whether tied to a purchase or not), so we could separated it from our On Account Development payment method (which is used to gift adjustments and holding funds that we need to determine placement for).