SlideShare a Scribd company logo
Login to IPP PRM
Click on View Payment History




Search the gift record using start and end date.
         If you have cardholder name available, place that in Customer No field and hit search




         If you have entire credit card number available, place the first four and last three
          digits along with gift date and amount to search the transaction




Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au   Page 1
In either case, you will see the entire gift history by hitting search. This will populate all the
transactions between selected dates for the selected amount for the selected card holder
name




Based on the date of transaction, click on view details:

                                                                                                          payment details

              Payment Core Details
      Result: Approved
 Date/Time: 08-Mar-2011 22:19:05
     Payment
              Credit Card - Refund
       Type:
    Channel: Internet - Secure Remote
   Currency: Australian Dollars
    Amount: $10.00
       User: NA
    Source IP
              216.235.192.10
    Address:
    Customer
              BBPSUnitTest
         No:
  Reference: 273db438a86f406a96f474f3647dcc40
     Receipt: 83076433
  Settlement
              09-Mar-2011
       Date:
 Comments:
              Payment Credit Card Details
        Bank 20110308221905
Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au           Page 2
Reference:
    Interface
  Reference:
         Card
              4005********001
    Number:
  Card Type: Visa
      Expiry: 03/2012
  Card Holder
              BBPS UnitTest
      Name:
              Additional Details
    Address: 2000 Daniel Island Dr.
   Postcode:



Obtain the Card Holder Name as listed as Customer No in IPP PRM (if you do not have it)

Run the gift query in RE searching based on Card Holder name




Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au   Page 3
Find the actual gift record and action appropriately.

Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au   Page 4

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Ipp and re reconciliation 10032011

  • 1. Login to IPP PRM Click on View Payment History Search the gift record using start and end date.  If you have cardholder name available, place that in Customer No field and hit search  If you have entire credit card number available, place the first four and last three digits along with gift date and amount to search the transaction Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au Page 1
  • 2. In either case, you will see the entire gift history by hitting search. This will populate all the transactions between selected dates for the selected amount for the selected card holder name Based on the date of transaction, click on view details: payment details Payment Core Details Result: Approved Date/Time: 08-Mar-2011 22:19:05 Payment Credit Card - Refund Type: Channel: Internet - Secure Remote Currency: Australian Dollars Amount: $10.00 User: NA Source IP 216.235.192.10 Address: Customer BBPSUnitTest No: Reference: 273db438a86f406a96f474f3647dcc40 Receipt: 83076433 Settlement 09-Mar-2011 Date: Comments: Payment Credit Card Details Bank 20110308221905 Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au Page 2
  • 3. Reference: Interface Reference: Card 4005********001 Number: Card Type: Visa Expiry: 03/2012 Card Holder BBPS UnitTest Name: Additional Details Address: 2000 Daniel Island Dr. Postcode: Obtain the Card Holder Name as listed as Customer No in IPP PRM (if you do not have it) Run the gift query in RE searching based on Card Holder name Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au Page 3
  • 4. Find the actual gift record and action appropriately. Level 6, 189 Miller Street, North Sydney T +61 (02) 8986 6000 F +61 (02) 8986 6060 www.blackbaud.com.au Page 4