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TMS Payment Processing Documentation Examples

Phillip Parks
$organization

Does anyone have example documentation that they shared with their end users during the transition from their previous payment processor (preferably Windcave) to TMS? We will be launching TMS on Monday October 16, 2023 and I am developing some documentation that shows the changes that will occur when making processes and also Katrina's incredible refund flow documents. Just wanted to see what others have done instead of "reinventing the wheel."

What I currently have is fairly simple and straight-forward, based on the Tessitura documentation, but I'm always looking to make things better!

Thanks.

  • $organization

    Hi Phil, here's what was on our Sharepoint page for go-live, like you, just simple with links to Tessitura help.  Not sure if it's all still relevant:

    Tessitura Merchant Services is going live May 1, 2023.  Below are the relevant links to the Tessitura Help System that will help you navigate the payment windows:

    Tessitura Help system Order Payment Window:

    https://www.tessituranetwork.com/Help_System_v151h/Tessitura.htm#Ticket_Order_Processing/Payment%20Window.htm

    Goto the sections called

     Credit Card Payments - EMV Payment

     Credit Card Payments - Keyed Entry (Tessitura Merchant Services Only)

     Credit Card Payments - Secure Deviceless Entry (Tessitura Merchant Services Only v15.2.33)

    Same for contributions, the help is here.

    https://www.tessituranetwork.com/Help_System_v151h/Tessitura.htm#Contribution%20Processing/Payments%20Window.htm

    Sections:

     Credit Card Payments - Keyed Entry (Tessitura Merchant Services Only)

     Credit Card Payments - Secure Deviceless Entry (Tessitura Merchant Services Only v15.2.33)

    To keep a card on file, you will have to enter it in the Constituent->Transactions->Credit Cards tab

    https://www.tessituranetwork.com/Help_System_v151h/Tessitura.htm#Transactions%20Tab/Credit%20Cards%20Screen.htm

     Adding a Credit Card Account

    For reference, we are on version 15.2.34

    Please note that in the Tessitura application, it is not (and should not be) the default to save all patron cards to their record.  Before you save a card to a patron record, you should notify the patron.  This is part of PCI-compliance.

    Storing cards to a patron record:

    • Patrons can save their card on TNEW by checking the Save Payment Information checkbox when they enter their card number.
    • NOTE:  If a patron elects to save their card OR already has a card saved to their record, it WILL be served to them on TNEW, even if they saved their card with a different Woodruff organization
    • When creating a payment plan for a pledge or an order, you can add and save a card when you create that payment plan.  Blush
    • Cards can be saved to the patron record on the Transactions tab, at the Credit Card radial button by entering in the card on your EMV device.
    • Credit cards cannot be saved using the computer keyboard through Deviceless Entry.
    • Note:  When saving to the Transactions Tab a temporary authorization will be generated on the patron’s credit card.  You must notify the patron that the temp auth will drop off in 1-3 business days.
    • You CANNOT save a card in the payments window for contribution gift entry or a standard order.
  • $organization

    Hi Phillip,

    I'm attaching the powerpoint presentation as well as a followup FAQ document that came out of the questions our users asked at that training.  The answers were provided by Tessitura support, Natalia.TMS FAQ (1).docxTMS transition training.pptx