The Payments section of the Gifts area contains the Payment Methods and Refunds entities. Although you can view these entities at any time, usually you work with their records from a transaction or an event registration package.
A payment method record contains details for a constituent's payment methods, such as a bank account or a credit card. When you complete a transaction or event registration package for a constituent, you can use an existing payment method or add a new one.
A refund record lets you refund a gift, either as partial refunds (the total refund is less than the original payment) or as a full refund (the total refund is equal to the original payment). After a transaction completes, you can issue a refund from the transaction record.
Payment methods
To work with payment methods outside of a transaction or registration, do the following steps:
1. On the navigation pane, select the Change area menu.
2. Select Gifts.
3. Under Payments, select Payment Methods.
4. The default view opens. To create a new payment method record, select New on the action pane. You can also switch to a different view or set a new default view if needed.
Refunds
To work with refund records outside of a transaction, do the following steps:
1. On the navigation pane, select the Change area menu.
2. Select Gifts.
3. Under Payments, select Refunds.
Designations
The Designation record allows the solution to tie account codes to transactions in PowerWorker Engage. A designation dictates the debit and credit general ledger (GL) codes that should be used during a specific transaction.
The designation is required, and although it defaults to the value set at the selected campaign, it's independent of the campaign, appeal, and package. You can select a different designation than the one defaulted from the campaign.
Payment processor currencies
The PowerWorker Engage solution supports payment processing through Stripe payment gateways. A Stripe payment processor supports all currencies.