May 2nd, 2024
This week's training covered all things Payments! We discussed:
- Payments Onboarding and Gateway Installation
- Common Decline Errors and how to resolve
- For more information, check out this article: https://www.idonate.com/internal-knowledge/understanding-donation-declines
- The 3 reasons why an organization may stop receiving their donations
- ACH Rejects
- Check out this step-by-step guide for creating an ACH Reject Report in Copilot to help orgs start receiving their donations faster: https://scribehow.com/shared/Filter_and_export_Copilot_ticket_report_in_Excel__J4T8hVVbSY-bshWgMvfpzQ
- Fraud attempts
- Risk Reviews
- Use this step-by-step guide to check on the status of a risk review: https://scribehow.com/shared/Large_Donations_Under_Review_or_Rejected_Research__BNVeAAq_RbuiIRpigb-Rlw
- ACH Rejects
Catch the full training here:
Thanks for watching! Please feel free to slack Lindsay Ruan or email lruan@idonate.com with any feedback you have, or what you'd like to see in the next training!