Does anyone use EVO for credit card purchases? They are pitching their services to us. We currently use IATS. Any issues?

We keep the reply/authorization form. It falls under documentation in our policies/or by law that we're required to keep for set amount of time. We hole-punch out the card number except last 4 digits. Card number positioned near bottom of our paperwork. If for some reason, can't get to # with...

I have 1 person in a batch that needs to be re-run for credit card authorization. I ran all of them this morning but this one person's charge did not go through because it would have been an overpayment of her pledge. But, she wants to be a continuous donor after her pledge is paid off so I need...

Thanks, everyone, for your feedback. Sandy Luckhurst reached out through e-mail and we talked on the phone about how her organization handles credit card processing. She shared her 10 years of experience with me and knowledge with IATS and Authorize.net as well as the reports she uses to reconcile their...

I want to put this out there for all RE users to consider and help us come up with a solution. Our business office insists that we wait until credit card transactions have cleared the bank and are in our account before we send them deposits. As a policy, we batch all gifts. This means that we cannot...

I was just going to post the same question. I have heard the same about credit card gifts and would like to be directed to the correct IRS documentation. I'll check the FundSvcs.org reference. Thanks!

Rebekah, I think you'll find the answer to some of your questions from the BB site: http://forums.blackbaud.com/blogs/raisersedge/archive/2010/04/12/credit-card-changes.aspx This one's slides from 7.91 presentation - see slides 6 & 7 - describes what happens to existing CC numbers when you...

Rebekah, Hope this isn't getting too confusing. As Melissa posted it you are entering any CC info into RE and your bank is processing them, it is just extra work. I would certainly look into processing with IATS or BBMS. It's so easy to run. With 7.91 to process credit cards you have to have...

Krista, I initially had this problem also for the split transactions but found that our system (Smart Data OnLine - MasterCard) has a field called split sequence. If a transaction has not been split then the value in this field is 0. If a split has occurred, the values are 1, 2, etc., based upon the...

Cindy, I have a Procurement Card program at The Field Museum with over 160 credit cards. Our card issuer is JPMorgan Chase and we have a MasterCard program. Our online system for reconciliation of the cards is called Smart Data OnLine and it allows me to run exports to Excel of the transactional data...