Causeview Status Definitions
Below is a list of the different status definitions in Causeview for a Transaction, Payment, Recurring Gift and Receipt Record.
Transaction Record
Status | Meaning | Manual / Automatic Update |
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Entered | Transaction where a receipt has not been issued | Default status for transactions where the receipt has not been issued |
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Active | Tranaction where there is an active Recurring Gift | Deault status for Recurring Gifts entered in Causeview |
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Payment Received | Can be used to indicate that ayment has been received for the Transaction | Manual change/update by Causeview User |
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Acknowledged | Transaction where the receipt has been issued | Transaction status defaults to "Acknowledged" when the receipt has been issued |
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Cancelled | Transaction where the Recurring Gift has been cancelled | Transaction status automatically changes to "Cancelled" when the Recurring Gift is cancelled in Causeview |
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In Progress | Default Transaction status for Opportunities converted to Transactions using the "Convert to Transaction" button from the Opportunity Record. | Default Transaction status for Opportunities converted to Transactions using the "Convert to Transaction" button from the Opportunity Record. |
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Payment Pending | Transaction status specific to Major Gifts and Grants that have been converted from an Opportunity. Can be used to indicate that the payment is still pending for the Transaction | Manual change/update by Causeview User. |
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Payment Record
| | | EFFECT | FOR PLEDGES |
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Status | Meaning | Manual / Automatic Update | Transaction Approved Amount | Constituent Giving History | Appeal / Event Gift Amount | No. of Expected Payments | Outstanding Amount |
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Approved | Payment was processed successfully (for online payments) or payment has been received (for standard payments) | For Online Payments - status will default to "Approved" if the payment was successfully processed at the payment gateway. For Standard Payments - status will default to "Approved" for One-Time Gifts. However, this is a manual change/update for other types of gifts where there are multiple payments in a single Transaction such as Pledges. | Increases | Increases | Increases | Decreases | Decreases |
Declined | Specific to Online Payments where the payment was declined by the payment gateway | Status will automatically default or change to "Declined" if the Online Payment was declined by the payment gateway | No Change | No Change | No Change | No Change | No Change |
Pending | Awaiting payment (for standard payments) or payment is waiting to be confirmed by the payment gateway (for ACH payments) | Manual change/update by Causeview User | No Change | No Change | No Change | No Change | No Change |
Committed | Awaiting payment. However, the Accounting Department is recognizing the payment as Accounts Receivable. | Manual change/update by Causeview User | No Change | No Change | Increases | No Change | No Change |
Refund | Payment was refunded (standard or online payments). Please note that refunded payments appear as a negative amount usually preceeded by a ";" (i.e. -$500.00) or an amount enclosed in parenthesis (i.e. ($500.00)). Typically a negative allocation is also created and the negative amount rolls up to the Appeal/Event and the Constituent's Giving History. | For Online Payments - you should use the "Refund" button found on top of the Payment Record. This will automatically create a new Payment Record with a status of "Refund" within the Transaction and is also linked to the original Payment Record. For Standard Payments - to issue a refund, you would need to add a new Payment Record within the Transaction with a record type of "Refund". Enter the refund amount as a negative valye and link the Refund Payment Record to the original Payment. This will then automatically set the payment status of this Payment to "Refund". | Decreases, since it is a negative amount that rolls up | Decreases, since it is a negative amount that rolls up | Decreases, since it is a negative amount that rolls up | No Change | Increases |
Written Off | Payment amount is written off (usually applies to Pledges with outstanding payments) | Manual change/update by Causeview User. You would simply edit the status of an existing Payment Record and select "Written Off" | No Change | No Change | No Change if the Payment formerly had a status of "Pending". Decreases if the Payment formerly had a status of "Committed" | Decreases | Decreases |
Recurring Gift Record
| Status | Meaning | Manual /Automatic Update | Effect |
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| Active | Recurring Gift is Active | Default Status for Recurring Gifts entered in Causeview | Payment Gateway continues to process recurring payments |
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| Cancelled | Recurring Gift has been cancelled | Status will automatically change/update to "Cancelled" when a recurring gift is cancelled in Causeview using the "Cancel Recurring" Button on top of the Recurring Gift record | Payment Gateway will no longer process succeeding recurring payments |
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| On Hold | Can be used to indicate that the Recurring Gift has been put on hold | Manual change/update by Causeview User using the "Update Recurring Profile" button on top of the Recurring Gift Record (only available for those using the iATS Payment Gateway) If you are not using iATS, this will be a manual change/update by Causeview User using the "Status" picklist on the Recurring Gift record. | If you are on the iATS Payment Gateway, the Recurring Gift will be put on hold within iATS and recurring payments will not be processed until the recurring gift is changed back to "Active". If you are not on the iATS Payment Gateway, changing the Recurring Gift status in Causeview to "On Hold" does not update the recurring profile in the Payment Gateway. You would need to log in to the Payment Gateway separatelt and put the recurring gift on hold. |
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Receipt Record
| Status | Meaning | Manual /Automatic Update | Effect |
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| Issued | The Receipt has already been issued to the Consitutent either by email or printing from Causeview | The Receipt Status will automatically change/update to "Issued" when the Receipt is emailed or printed from Causeview | When attempting to send the Receipt again by email or when attempting to re-print, a message will display informing you that the Receipt has already been issued and the resulting receipt will be marked as a "Duplicate". Issued receipts cannot be edited. If you need to make changes, you would need to void the Receipt and create a new one. |
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| To Be Issued | The Receipt has been created but has not been is issued | Default Receipt Status where a Receipt has been created but has not been issued | |
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| Void | The Receipt has been voided whether it is issued or not | The Receipt Status will automatically change/update to "Void" when the Receipt is voided using the "Void" button found on top of the Receipt Record. | Voided Receipts cannot be edited. |
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