Is there a way to move an online donation to program/class registration?
A program participant could not register online, but to make a class payment chose to make a donation and add a note that this was for a class fee.
Comments
-
There are not great options in this scenario. You can change the designation of the donation to one you have set aside for earned revenue, and then you can apply an adjustable discount and comp them for the registration. You could refund the donation to a dummy payment method, then “pay” for the class using that payment method. Sort of depends on what your Finance team might like.
1 -
Thank you! Not ideal, but I think I will try to refund to a dummy payment method, so it maintains their registration to the monthly class.
0 -
Hi @Lori Matoba,
I don't believe you can do that refund trick here. I don't think credit card payments in Altru can be refunded to anything other than the original card. The reason for this is fraud prevention (so a user isn't refunding a donation over to their personal credit card, or something like that).
I think your only options are to leave it as a donation or to refund and recharge. I've experienced similar situations at my org. I think we might choose to leave it as a donation and not inconvenience the patron/donor. Our reasoning would be that creating a great visitor experience would outweigh the issue with the funds going to the wrong bucket. But that might depend on how much the fee is (since you mentioned it being a monthly class).
Chris ?
0 -
I just tested--you can refund a credit card purchase to any payment method.
1 -
Thanks for that @Margaret Matteson. I must be thinking that you can't refund it to a different credit card.
0 -
Thank you both for responding. I was able to use our “other” payment method and redirect the payment using the sales order to the correct program. ?
1 -
Yes, not ideal, but that is what we do. “Refund” the order for the donation to change refund method to a payment method we created under "Other Method", “Revenue Adjustment”. Then we create an order for the program registration using the same payment method of “Other”, "Revenue adjustment". Messy, but it works. You just have to take the refund of the order for the donation into consideration when summarizing giving.
0
Categories
- All Categories
- 6 Blackbaud Community Help
- 209 bbcon®
- 1.4K Blackbaud Altru®
- 394 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 359 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 646 Blackbaud Grantmaking™
- 563 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 934 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.4K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 243 ResearchPoint™
- 118 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 238 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 28 PowerUp Challenges
- 3 (Open) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 779 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)



