Pending Gifts
What are Pending Donations?The Pending status is general used to identify credit card transactions that come in through DonorView pages, such as donation, event, or membership pages. For donors completing a transaction using a credit card, the transaction will show Pending with a status of "Processing" un…2 min readHow do I designate a pending gift?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…2 min readCan I add a new pending type?Yes, you can add a new pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You can also edit this list from the Account Settings Options General Manage Picklists dropdown list. Select +Add New Pending Type. In the new d…1 min readCan I edit or delete a pending type?Yes, you can add edit or delete types when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You can also edit this list from the Account Settings Options General Manage Picklists dropdown list. To edit a value, click on the edit icon…1 min readCan 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 gift. 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. Drag the v…1 min readHow do I see if a gift is pending?Locate the Pending column on the Gifts grid in the Fundraising 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 automatically update if you a…1 min read