Hi all,
Wondering if any of you have encountered this issue and/or have ideas about how to address it:
We're using Donate2 for our Annual Fund gifts and have a link on our website. Recently, someone gave a Foundation gift on this page. The contact information associated with the gift was for the Foundation, but the email entered was a personal email, attached as a login to the soft credit (household) record. As a result, we have a Foundation gift living on a household record, and no indication of a hard/soft credit.
I contacted the Network who suggested using a non-authorizing payment method to 0 out the credit card transaction on the household record, and then manually re-enter it with appropriate hard/soft credits, also using the non-authorizing payment method. We've done this only once before for a large gift that was charged on the wrong record.
We're a little wary of the non-auth route, especially as we expand out use of Donate2 and will likely encounter this exact issue more frequently.
Any thoughts here about additional solutions, or ways to prevent this from happening?
Thanks,
Kristin
It's a pretty standard thing to do when you have to move a transaction from one customer account to another (within the same account you can use On Account Payment Methods). You will need a well defined Payment Method with GLs established by your Finance Department, and that will allow them to track these transactions and ensure that they balance. They aren't moving "real" money (in the sense that Card Methods do, or a Cash method is supposed to), so generally the biggest problem is that they might confuse your reporting in Tessitura if you make a mistake with them, a mistake you can always correct later.