CustomQ

How do I update an expiration date?

Here are the step to Edit a Transaction to update the expiration date: 1. Click on “Transactions” at the top of your Qsuite 2.  Search for the donor’s Transaction Schedule by last and/or first name 3.  Click the pencil icon next to the Transaction Schedule you need to edit 4.  Click the [Edit] button to make your changes 5.  Scroll down to “Payment Information” and choose the new expiration date month and year from the drop-downs 6. Read more

How long do refunds take to process?

Refunds process just like a Sale, except the funds are being debited from your account and returned back to the account holder.  Refunds will settle with the Processing Bank the night the refund is issued along with any other transactions for that day.  This means the account holder could see their funds as early as 2 business days after the refund has been processed (e.g., Refund was issued on Monday, donor could see it as early as Wednesday).  Keep in mind: some Read more

CustomQ Home Page Overview

Recent Payments The Recent Payments table displays the 5 most recent payments.  To view the transaction details of a specific payment, simply select the first or last name in the table.  You can email the account holder from the table by clicking on the email.  You can view the details or edit a transaction by using the Edit icon in the table.   Payment Activity This chart displays the payment volume.  You can change the Read more

CustomQ Menus Overview

CustomQ Home:  Return to the CustomQ Home Page. Custom Pages:  Create new or manage existing Custom Pages. Manage Transactions:  Find and manage payments using the transaction search pre-filtered for CustomQ. My Saved Reports:  Run a custom CustomQ report from a list of saved templates. – Add a Transaction:  Create a new one-time or recurring transaction by selecting an active custom page. Add a Custom Page:  Create a new Custom Page using the CustomQ Custom Page Read more

Custom Pages Overview

Custom Pages This table displays the active and inactive custom pages that have been created.   You can switch between active and inactive using the related tabs.  To edit the Page Name and/or Description, just click on the Page Name or Page Description in the table.  You can edit the page settings, get the page form post, open the virtual terminal for a page, copy a page, and delete a page using the Action icons.   Read more

Custom Page Design Overview

The custom page designer allows you to set up the look and feel for your payment page, what information you want to collect, and the communications you want to send out. Click [Save] to save your changes.   Layout & Design Set up the page styling for your Custom Page like the background and foreground color and the button styling.  You can also save and load page styles as templates that can be used on Read more