Reconcile Credit Card Transactions
If your organisation is utilising the Vega Finance Server to simplify processing credit card payments, there are a number of ways to reconcile credit card transactions with your Payment Gateway reporting.
Website Payment Log
The Website Payment Log displays all successful credit card transactions received via your website and Payment Gateway.
- Go to ‘Money’ section
- Click ‘Website Log’
- You can view specific payment periods by selecting the ‘payment from’ and ‘payment to’ dates
- You can also filter by single donations or recurring donations
- When you have selected your criteria, click ‘Generate Report’
- You can print this report to PDF or export to CSV file by clicking on ‘Print to PDF’ or ‘Export to CSV’ buttons
Failed Transactions
The Failed Transactions report displays all failed credit card transactions.
- Go to ‘Money’ section
- Click ‘Failed Transactions’
- You can view specific payment periods by selecting the ‘payment from’ and ‘payment to’ dates
- When you have selected your criteria, click ‘Generate Report’
- You can print this report to PDF or export to CSV file by clicking on ‘print to PDF’ or ‘Export to CSV’ buttons
Cashbook Report
The Cashbook report is a total summary of your month’s postings.
- Go to ‘Money’ section
- Click ‘Cashbook report’
- You can view specific payment periods by selecting the ‘payment from’ and ‘payment to’ dates
- When you have selected your criteria, click ‘Generate Report’
- On the right-hand side of the screen you will see a section titled ‘Payment Types’. This is a summary view of the total income received by Credit Card.
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