With the Transaction Manager part, you can create and display a giving history for donors. When a website user logs in to your website, the Transaction Manager part uses the user’s login information to filter his donor information and display it as a customized giving history. With this part, users can view their offline and online gifts, as well as any pending online transactions that have not been processed.
On the website, the Transaction Manager part can display one of two tabs, or both. The Active tab displays current recurring gifts, pledges, event registration fees.
The History tab displays all gifts the user made to the organization for the selected time period or designation. Users can also select how transactions are grouped in the grid. For example, they can group by date or payment method.
On the Transaction Manager part’s Edit Part screen, you select the tabs to display and the gifts to include in the giving history. You can include all gifts, filter gifts by gift type or purpose, or use an offline gift query to filter gifts. The giving history includes a donor’s original gift, but it does not include any matching gift from the donor’s employer. In addition to your filtering criteria, you can select whether to include recognition credits, also called soft credits, and pending online transactions in the giving history. When you include pending gifts, the gifts appear regardless of any filtering criteria you apply.
You can also choose whether to allow website users to make payments from the giving history toward outstanding pledges. This option is available for donors who select the Pledge (Bill Me Later) payment method or donors for whom you enter a pledge offline. If you allow pledge payments and the pledge will be paid in installments, a Pay link appears in the Amount column with the pledge entry on the Active and History tabs. The user clicks this link to view a donation form for the pledge and make a payment online. The Pay link also appears for unpaid event registration fees. For recurring donations, links appear so users can edit payments, edit payment details, or make additional donations for sponsorships.
Tip: Website users cannot submit recurring gift payments on a Transaction Manager part. In Blackbaud CRM, you create a Generate Payments business process to automatically generate a revenue batch to create payment records for these transactions. For more information about the business process, refer to the Blackbaud CRM Revenue Guide.
Tip: The Pay link does not appear if a pledge installment or recurring gift is pending, if the total pledge balance is zero, or if the donor submitted credit card or direct debit payment information at the time the pledge was created.
Note: Pledges and pledge payments appear as separate entries on the History tab. From a pledge entry, you can view the remaining balance and the most recent payment. From a pledge payment entry, you can view the date, amount, and balance of the pledge. However, pledge payments include pledge information only when the pledge appears in the giving history. If you filter gifts and exclude a pledge, payments do not include information about the pledge. For example, you can use a gift query to exclude gifts before a certain date. If a pledge is made before that date, the giving history shows subsequent pledge payments but not the pledge details.
If you allow donors to edit recurring gift information, links appear on both the Active and History tabs of the customized giving history. The settings you select from the Recurring gift details section determine if donors can change the gift amount and payment schedule, as well as make changes to the credit card or direct debit account associated with the recurring gift.
Note: When users update credit card information, the program collects user information on secure payment pages to help you comply with the Payment Card Industry Data Security Standard (PCI DSS). For information about secure payment pages, see Secure Payment Page.
To customize the appearance and content of the giving history, you can select the columns to display for the donor, edit column headings, and add or remove columns. You can also add a gift summary section.