How do I reprocess a failed donation?

You can take any Transaction Schedule and copy it to create a new transaction.

Here are a few instances where copying a transaction might be helpful:

  • donor calls and asks to make an donation – they have given in the past
  • donor gives monthly but calls to make an additional one-time donation
  • donor’s transaction failed but is now ready to make-up the failed transaction

In all of these instances locate the Transaction Schedule for the donor and Copy the Transaction Schedule to create a new transaction.  If the donor wants to use the same form of payment it will not be necessary to request payment information as the payment information is securely stored with the Transaction Schedule and will process against this payment method.

Here are the step to Copy a Transaction:

1. Click on “Transactions” at the top of your Qsuite

2.  Search for the donor’s Transaction Schedule

3.  Make sure you verify the last 4 of the account number to ensure you will run this new transaction on the right account

4.  Click the pencil icon next to the Transaction Schedule you which to Copy

Edit Schedule2

5.  Click the [Copy] button

Copy

 

6.  The Transaction Schedule information has been duplicated into a new scheduled transaction which you will review, make any changes necessary and then Submit.

7.  Review the transaction information and edit any part of the transaction information needed in order to create a new transaction

8.  Review your transaction information for accuracy, confirm your information and [Submit]

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