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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Activity Log Transaction Types

  • Updated:

The Transaction Type column in the Activity Log shows you what type the transaction is.

 

transaction type filter

 

Transaction Types

  • Hosted Form Authorization: The user filled out a hosted form that performed only an authorization. This means that the funds were not captured in this step and would need to follow up later with a capture.
  • Hosted Form Sale: The user filled out a hosted form that did both an authorization and a capture.
  • Hosted Form Saved Payment Method: The user filled out a form that tokenized their card.
  • System Saved Payment Method: You will only see this if you were part of the migration to CivicPlus Pay. These denote the activities of migrating card tokens from CivicRec to Pay.
  • Saved Payment Method Authorization: The user used a card token (aka saved payment method) to authorize a transaction. This will need to be followed up with a capture in order for the funds to settle.
  • Saved Payment Method Sale: A saved payment method was used for a transaction that was both authorized and captured.
  • Saved Payment Method Remove: Saved payment method was removed (i.e. deleted). Once removed, the method can not be used again for any future transactions.
  • Authorization Capture: A previously authorized transaction was captured.
  • Void: A transaction was voided. This typically means the transaction was removed from the batch and will never be settled. 
  • Refund: A transaction was refunded. This occurs after settlement and reverses the payment by putting the monies back in the original account.

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