Moving payment from one constituent account to another

So I think I know the answer but just wanted to field some possibilities:

We have a situation where a ticketing payment was made in the wrong account and now need to transfer the payment to the correct account. Is there a way do this without refunding the credit card?

 

Parents
  • Hi Julie,

    I don't know if this is best practice - and I've never done it for Ticket payments, but rather Contributions, but I've avoided refunding a customer's card and recharging by putting the money in your company's Suspense Account.  Use the Payment Method associated to this sort of "holding pot" G/L and then use the same payment when reentering to the correct customer's account.

    Best to let your Finance department know...

    Frannie

Reply
  • Hi Julie,

    I don't know if this is best practice - and I've never done it for Ticket payments, but rather Contributions, but I've avoided refunding a customer's card and recharging by putting the money in your company's Suspense Account.  Use the Payment Method associated to this sort of "holding pot" G/L and then use the same payment when reentering to the correct customer's account.

    Best to let your Finance department know...

    Frannie

Children