Pending Transactions
What are Pending transactions?The Pending status is generally used for credit card transactions that come in through AssociationSphere pages, such as donation, event, or membership pages. For constituents completing a transaction using a credit card, the transaction will show Pending with a status of "Proces…How do I designate a pending transaction?The pending field is generally used to indicate that a transaction was processed using one of the donation, event, membership or auction pages. Transactions entered online via credit card are automatically marked Pending "YES" until the credit card has been charged and the funds…Can I add a new pending type?Yes, you can add a new pending type when adding or editing a transaction. Click on the up and down arrows of the drop-down box and click on <New/Edit>. You can also edit this list from the Account Settings > Options > General > Manage Picklists dropdown list. Sele…Can I edit or delete a pending type?Yes, you can add edit or delete types when adding or editing a transaction. Click on the up and down arrows of the drop-down box and click on <New/Edit>. You can also edit this list from the Account Settings > Options > General > Manage Picklists dropdown list. To…Can I change the order that the pending types appear in the dropdown box?Yes, you can change the order of the pending types when adding or editing a transaction. Click on the up and down arrows of the drop down box and click on “New/Edit.” Find the value that you want to re-order and click on the icon with 3 rows that is to the left of the value. Dra…How do I see if a transaction is pending?Locate the Pending column on the Transactions grid in the Transactions & Invoicing Module and set the filter for the column to “is true”. This will filter the grid to just the pending gifts. You can also distinguish between the online credit card transactions that will automatic…