BBMS Payment went through but didn't get added to Constituent's record

Kenzie Brown

As I was going through our BBMS disbursement, I realized that a gift that we received and had gone through was not added to the constituent's record. I believe this is because the payment exceeded their pledge and therefore created an exception that I missed. I now want to make sure it's added, but I don't want to re-charge their card. The batch it is a part of has other gifts that were processed fully as well. I have some ideas of how to handle this, but I wanted to go to the community first and ask how you would remedy this without running into any problems!

Christine Robertson

@Kenzie Brown If all of the other payments processed and were entered in RE correctly, then I would just enter this transaction as a gift in RE (in accordance with your data entry policies).

JoAnn Strommen

@Kenzie Brown Unless you direct the BBMS platform to charge card again or put it in a batch that you generate transaction payments for you should not have an issue. Just entering the gift on a record or batch does not ‘auto’ charge the card.

As @Christine Robertson said you can enter it in RE. You can do this as a new gift on the donor's record or in a batch. You can get the authorization code and other processing data from the BBMS platform if you want to add that to the gift record.

Kenzie Brown

@JoAnn Strommen
Thank you for your response! That seemed like the best course of action but just wanted to check and make sure I wasn't missing anything. I'll go ahead and do that!

Kenzie Brown

@Christine Robertson Thank you for your response! Sounds like this is the answer!