When a payment or donation is made online or from the backend with a Credit Card your system creates a Profile Payment.
- Go to Donations or Accounts Receivable to view the profile payments
- If you have received payments or donations via your credit card processor the list of payments will show and the "Status" will be Profile Payment
If you have a Profile for the Donor and the name and email match; the donation will be attributed to that same Profile on record.
- If the donation contact data is different, the name is spelled different or there is a new email, the system will create a new profile
- Select the ID number of the donation to see the details of the transaction
Note: You will need to go into Profiles and do periodic clean-up of the data by merging or deleting duplicate records.