Hi all,
We have a contribution which we entered one way a few months ago, but we now have a new way to track this type of gift so we want to change the payment type. But we are totally befuddled as to how we can do this! We don't want to "fake refund" it, but we can't find any other way. I'm fine with re-entering the gift, but obviously we can't double-count the money. Can this be changed by my ITS department on the back end? Or am I just missing something really obvious?
Thanks!
Beth
From: "Nick Reilingh" <bounce-nicholasreilingh4883@tessituranetwork.com>To: evarro@smm.orgSent: Sunday, November 1, 2015 1:29:10 PMSubject: Re: [Tessitura Technical Forum] Changing the payment method on a gift
"Changing payment method" really just amounts to refunding the original payment method and charging the new one. There's no direct relationship between contributions/products and payments, so this action won't actually need to touch the contribution itself. You don't even need to use the contributions module -- my approach would be to load the constituent in Ticket Orders (with a user group that has access to both paymethods), and without any product in the cart, open the payment window and do a refund/charge to the two paymethods for the appropriate amount. The net change will be $0, but the payment will still be reflected in your constituent record. Tessitura will then properly reflect this change as a credit/debit to the two paymethod GLs on your posting reports.From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>Sent: 10/30/2015 11:21:28 AMHi all, We have a contribution which we entered one way a few months ago, but we now have a new way to track this type of gift so we want to change the payment type. But we are totally befuddled as to how we can do this! We don't want to "fake refund" it, but we can't find any other way. I'm fine with re-entering the gift, but obviously we can't double-count the money. Can this be changed by my ITS department on the back end? Or am I just missing something really obvious? Thanks! BethThis message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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! Spam Not spam Forget previous vote
"Changing payment method" really just amounts to refunding the original payment method and charging the new one. There's no direct relationship between contributions/products and payments, so this action won't actually need to touch the contribution itself. You don't even need to use the contributions module -- my approach would be to load the constituent in Ticket Orders (with a user group that has access to both paymethods), and without any product in the cart, open the payment window and do a refund/charge to the two paymethods for the appropriate amount. The net change will be $0, but the payment will still be reflected in your constituent record. Tessitura will then properly reflect this change as a credit/debit to the two paymethod GLs on your posting reports.
From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>Sent: 10/30/2015 11:21:28 AM