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  • CnP.LiveSupport.AB
    replied
    Hi FLYryan ,

    Yes! Our ProPay Migration article includes a video for how you can create this report yourself, under "Introducing TSYS ProPay" (bullet point 2).

    Our next release of the Donor Management (Payment as a Service) app includes a pre-configured report that displays the deposit information over the span of a month, grouped by the batch. It includes a column for the per transaction fee, the 3.75% fee, and also the Deposit Amount expected for each batch by subtracting the $1.50 fee for the grouping by the Sweep Date. This release is currently scheduled for the end of September/ beginning of October.
    Click image for larger version

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    For more training on using Salesforce Reports:

    Salesforce Documentation:
    Trail Module: Reports & Dashboards for Lightning Experience

    Does this suit your needs?

    Leave a comment:


  • FLYryan
    replied
    We migrated over to Propay. Is there a process where we can deduct the $1.50 from each deposit on Salesforce automatically instead of doing it 1 by 1?

    - Ryan Ly | Fresh Lifelines for Youth Inc (38389)

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    [email protected] ,

    I see that you forwarded your response to this post to our support email. EnsureBill is automatically included with ProPay accounts, however, note from the article that "while many banks participate in the national card updater program that EnsureBill uses, there are some banks that do not participate".

    This will update cards for participating banks, but is not a guarantee.

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    You may be thinking of EnsureBill. This is a feature of Propay that updates expiration dates on credit cards automatically provided that the issuing card company participates in the service.

    Changing gateways was never going to provide a way for customers to login and update their credit card information. This would be an aspect of the software, not the gateway.

    There is more information about the EnsureBill feature in our ProPay Migration article: https://support.clickandpledge.com/s...opay-migration

    Leave a comment:


  • felix@slowfoodusa.org
    replied
    Hello Support!

    Since upgrading and migrating to Propay, We have had many issues. But first and foremost, this upgrade promised support for expired credit cards where users can update their own card info. Many of our members have expired cards that have declined and haven't received any info or links from you all in order to update their cc info. Please help

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    You need to attempt to run the card again before next month, or the recurring will become out-of-sync.

    Regarding 'Do not honor' - this is the response we get directly from the patron's card-issuing bank. Each bank sets their own set of responses, so their actual meaning varies. I responded to a similar post: https://forums.clickandpledge.com/fo...-to-cardholder, and it includes a link to help inform what Credit Card Declines might mean.

    External Reference: Credit Card Decline Messages

    Leave a comment:


  • sclement@mindandlife.org
    replied
    Thanks for your response CnP.LiveSupport.AB . We don't have a specific reason for "do not honor" but thought it was a related reason to the conversion. What does do not honor mean exactly? Also, does CnP retry their card again next month?

    Thank you,
    Shawn

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    We are seeing tokens available for 24040-200911111102850 and 24040-200907102613459, as referenced above. Was there a specific reason you thought the "Do not honor" response was inaccurate?

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    For our reference to review, can you confirm that the orders you are referring to are 24040-200911111102850 and 24040-200907102613459?

    Leave a comment:


  • sclement@mindandlife.org
    replied
    CnP.Support.AM

    Leave a comment:


  • sclement@mindandlife.org
    replied
    Hello, I am circling back around on this. We migrated to ProPay successfully! However, our recurring did not. We had two recurring gifts that failed recently due to do not honor. We believe it's because of the migration. 1) Can you confirm if that's the case? 2) Is there a way to recover the tokens and charge there card without having to contact the donor?

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    [email protected] ,

    Regarding "Once we switch over, what happens with our existing recurring donations?"

    I reviewed your account, and your recurring donations will be able to continue, as they will retain their tokens.

    "Is there anything we need to do to successfully transfer them over?"

    No, they should begin appearing on ProPay seamlessly.
    "So once we switch over to ProPay, will CNP will push the existing recurring gift into the new processor?"

    Yes.
    If you have other questions about the migration, review our ProPay Migration article.

    Leave a comment:


  • sclement@mindandlife.org
    replied
    Reupping this incase it was lost. Thanks!

    CnP.LiveSupport.AB CnP.Support CnP.Support.AM CnP.Support.BM CnP.Support.MA CnP.Support.PJ CnP.Support.SW

    Leave a comment:


  • sclement@mindandlife.org
    replied
    Thanks for this help CnP.Support.AM That's helpful. Once we switch over, what happens with our existing recurring donations? Is there anything we need to do to successfully transfer them over? I know since they set up the recurring gift though CNP/Transfirst, their information is processed there. So once we switch over to ProPay, will CNP will push the existing recurring gift into the new processor?

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @[email protected]

    Here is the KB article about Propay migration: https://support.clickandpledge.com/s...opay-migration

    Please review it and let us know if you have any questions.

    Leave a comment:

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