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:
On the navigation pane, select the Change area menu.
Select Gifts.
Under Payments, select Payment Methods.
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:
On the navigation pane, select the Change area menu.
Select Gifts.
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.