Uncheck the 'refund card' box as the default when adjusting gift amounts down.
The default is set to refund the card once a credit card payment is adjusted down. This links directly to BBIS, so gift entry staff adjust the amount down in order to apply it to a different constituent and save, without realizing the box had changed from grayed out/not accessible to checked on to refund the card for the adjustment amount. The only way to reverse this error is to go back to the donor and ask for the CC again and recharge for the difference. We get requests to split the hard credits for our grad married to grad relationships, so they must be entered as two separate transactions on each of their records.
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Lindsay Gunnarsen
- Apr 29 2019
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | WPAOG |
| Reported Version | 4.0 |
Related ideas
This creates a big problem for our gift processors when adjusting down a credit card payment that was charged inhouse, meaning not online bbis payments. When you click 'Edit posted' and change gift amount at the top to zero, the blue checkbox for 'Refund card on save' automatically is checked. It would make more sense to leave it unchecked. The Finance team already refunded these.
Most credit card gifts come through the bbis online giving website, this is a minority of cases and so it is very prone to error because the checkbox defaults to being checked.