Reviewing incomplete gift payments

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If a gift, pledge, or installment pledge payment Result is anything other than Completed, you need to review the payment further to determine if it has failed.

Gift payments

To review a gift payment, do the following:

  1. Go to Finance > Pay Central > Pay Central Live. The payment will be displayed. Review the Status for the payment.
  2. Go to the donor’s account page and select the Giving tab. The unpaid invoice is displayed under Open pledges.

    3. Open pledges area on contact account page

Pledge or installment pledge payments

To review a pledge or installment pledge payment, do the following:

  1. Go to Finance > PayCentral > Automatic payment transactions.
  2. Review the Result for the payment.

    3. Payment details of failed payment

  3. Go to Fundraising > Enter gifts.
  4. Do one of the following:
    • Create a new batch.
    • In an existing batch, create a pledge payment for the donor.
  5. The invoice for which the payment failed is displayed in the list of unpaid pledges:

    6. Cart with invoce added

  6. The invoice for which the payment failed is also visible in the donor’s account page:

    7. Open pledges section of account page