Transactions

Managing transactions

• Edit, cancel, or delete a transaction/donation/payment
• Request credit card refund
• Request ACH credit
• Add a transaction for an existing customer
• ACH processing and deposit timelines
• Credit card processing and deposit timelines

Payment methods

• Add or edit a payment method

Customers

• Manage customers

File activity

• Sending files

Processing limits

• Per transaction limits
• Increase processing limits
• 30 day processing limits