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Causeview Status Definitions

    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

    Entered

    Transaction where a receipt has not been issued

    Default status for transactions where the receipt has not been issued

    Active

    Tranaction where there is an active Recurring Gift

    Deault status for Recurring Gifts entered in Causeview

    Payment Received

    Can be used to indicate that ayment has been received for the Transaction

    Manual change/update by Causeview User

    Acknowledged

    Transaction where the receipt has been issued

    Transaction status defaults to "Acknowledged" when the receipt has been issued

    Cancelled

    Transaction where the Recurring Gift has been cancelled

    Transaction status automatically changes to "Cancelled" when the Recurring Gift is cancelled in Causeview

    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.

    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.

    Payment Record

    EFFECTFOR PLEDGES

    Status

    Meaning

    Manual / Automatic Update

    Transaction Approved Amount

    Constituent Giving History

    Appeal / Event Gift Amount

    No. of Expected Payments

    Outstanding Amount

    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
    Active

         Recurring Gift is Active

         Default Status for Recurring Gifts entered in Causeview     Payment Gateway continues to process recurring payments
    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
    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.

    Receipt Record

    Status     Meaning     Manual /Automatic Update     Effect
    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. 

    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
    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.

    Causeview Status Definitions
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