Thanks to the Fundraising Accelerators integration with Credit Card clearance gateways, credit card clearance processes are largely automatic.
There are two main ways in which Credit Card transaction are entered into and processed by the system.
- Quick Donation Entry offers a clear Process Payment Now checkbox. When this option is used, the credit card transaction is processed through the payment gateway immediately and success or failure is displayed on the screen.
To check to see an opportunities clearance result, on the Opportunity select Related.
Check the Payment Transaction section.
A successful transaction will produce a result like this.
An unsuccessful transaction will produce this.
If the transaction fails to clear, you can then modify the transaction, e.g. correct the credit card details and re-try the transaction or you can cancel the transaction.
- Quick Donation Entry transactions that were not marked as clear immediately, transactions entered through Batch Donation Entry and uncleared transactions imported into the system through the Bulk Data Import facilities are all cleared by a background process in the Fundraising Accelerator.
You can check the settings on how frequently this clearance process is executed, and the maximum number of transactions executed in each clearance. To do this, open the ProntoPayments App and select ProntoPayments Settings.
Go to the Scheduler section.
Next to the Batch Payment Processing section, you can see the Next Scheduled run date and time and check the Batch Size. The recommended setting is 5 for EziDebit and 20 for other gateways.
This background process executes regularly and will process all outstanding credit card or (auto) direct debit opportunities through to the payment gateway for you automatically.