Training Session

Accounting Support

Refunds and Charges, Pay Invoice and More

Whether you need to pay an invoice, submit a refund or charge, update information, or simply find an answer, our Accounting Support is designed to assist you.

Donor Refunds & Charges

Greater Giving Event Software, Go Time

Refund requests for transactions entered into Greater Giving Online or Go Time can now be processed online

View Step-by-Step Instructions

Join Me

Donor refund request for Join Me donations processed online.

Donor Refund Request - Join Me Donation

Auctionpay Terminals

Refund requests and new charges for transactions originally
entered via a traditional credit card terminal. 

Donor Refund Request - Terminal

Donor Charge Request - Terminal

Online Payments

Donor refund request for payments processed online.

Donor Refund Request - Online Payments

Pay an Invoice

You can pay an invoice, anytime, using our safe and secure payment page. 

Update Your Information

OPTION 1:.

Download this fax cover sheet (PDF) and follow the instructions to fax a voided check to Greater Giving at 503-597-0580. Greater Giving will not accept starter checks..

OPTION 2:

Greater Giving will accept a letter from your bank confirming your organization's account. The letter must be on bank letterhead and must include your legal organization’s name, address, routing and account number. The bank letter must include bank contact information, including the name, title, and phone number.

Your requests will be processed by the end of the 2nd business day following receipt of the banking update.

For security reasons, email submissions are not accepted.

Please contact our Client Services department at 1.866.269.8151 to make changes to contacts used by Greater Giving.

Please contact our Client Services department at 1.866.269.8151 to make changes to your organization’s name and/or tax ID.

FAQ

Auctionpay

After running the third sync (if using Event Software PC) and resubmitting any approved declines, clear the batch. Press [Cashiering] and manually key in the new card number, expiration date and amount. Then repeat the process to send this charge to the bank.

 

For any Visa or MasterCard credit cards that are manually keyed, there is an additional .75% processing fee assessed for the transaction. If cards are swiped at this time there is no additional .75% fee. Greater Giving combines the deposits to calculate the total used to determine the overall processing rates so the client receives the lowest possible rate.

Fill out the Auctionpay Donor Charge Request form. Greater Giving will process the charge. All charges must be processed through the merchant account used for the original card. All funds, minus any applicable fees, will be transferred to the client's bank account within five business days from the day the charge is submitted. When the deposit is made, a detailed statement is emailed to the organization.

No, the relationship that clients have with their bank will not change. For auction events, Greater Giving will be the processor and will deposit the funds into the client's bank account.

The final charges must be sent by the fourth business day after the event. Greater Giving will pay out the funds, minus any applicable fees, to the client’s bank account 5 days after the client transmits the final charges. All equipment must be in transit to Greater Giving within four business days after the event

All funds, minus any applicable fees, will be transferred to the client's bank account five business days from the day the data is transmitted. When the deposit is made, a detailed statement is emailed to the organization.

Credit card processing fees are based on the dollar volume of approved credit cards. Please refer to the fee structure that was outlined in the agreement signed when you became a Greater Giving client.

The Greater Giving Banking Report will provide a list of declined transactions. A detailed description of how to reconcile declines is included in the Greater Giving Decline Process. It may be necessary to ask the guest for another form of payment or a valid credit card.

Greater Giving will notify the client if there is a dispute or charge-back on a transaction, and work with the client to resolve the issue. Greater Giving will require any supporting documentation that the client may have regarding the Auctionpay transaction in order to resolve the dispute or charge back. Supporting documentation typically includes: signed receipt, itemized banking report statement, proof of delivery or proof of prior refund.

Credit card information is only used to transmit credit card transactions from the event to the bank. Once charges have been sent to the bank, all of the credit card information is permanently deleted from the Auctionpay terminal with the clear batch function. The third sync must be performed clearing the batch if using Event management software.

After sending the charges to the bank and running the third sync, you can view the PAY-01 Payment Transaction report accessible from the Payment Grid.

Greater Giving recommends clients keep receipts for at least 3 years for audit and credit card dispute purposes. However, the client should check with their internal or external legal and accounting resources for appropriate record retention policy matters.

OPTION 1:.

Download this fax cover sheet (PDF) and follow the instructions to fax a voided check to Greater Giving at 503-597-0580. Greater Giving will not accept starter checks..

OPTION 2:

Greater Giving will accept a letter from your bank confirming your organization's account. The letter must be on bank letterhead and must include your legal organization’s name, address, routing and account number. The bank letter must include bank contact information, including the name, title, and phone number.

Your requests will be processed by the end of the 2nd business day following receipt of the banking update.

For security reasons, email submissions are not accepted.

Please contact our Client Services department at 1.866.269.8151 to make changes to contacts used by Greater Giving.

Fill out the Account Payments form. A receipt will be sent to the client via e-mail.

You can contact the billing department at Greater Giving by e-mailing accounting@greatergiving.com  or call 503.597.0378 and ask for accounts receivable and billing.

FAQ

Online Payments

Fill out the Online Payments Donor Refund Request form. Greater Giving will process the refund. All refunds must be processed through the merchant account which was used for the original card.

All funds, less any applicable fees, will be transferred to the client's bank account Fridays and will include all Online Payments credit card processing completed by 5 PM PST of the previous Friday. When the deposit is made, a detailed statement is emailed to the organization.

No, the relationship that clients have with their bank will not change. For auction events, Greater Giving will be the processor and will deposit the funds into the client's bank account.

Credit card processing fees are based on a percentage of dollar volume of approved credit cards. Please refer to the fee structure that was outlined in the agreement signed upon becoming a Greater Giving client.

Greater Giving will notify the client if there is a dispute or charge-back on a transaction, and work with the client to resolve the issue. Auctionpay will require any supporting documentation that the client may have regarding the Online Payments transaction in order to resolve the dispute or charge back.

Greater Giving will notify the client if there is a dispute or charge-back on a transaction, and work with the client to resolve the issue. Auctionpay will require any supporting documentation that the client may have regarding the Online Payments transaction in order to resolve the dispute or charge back.

Detailed Online Payments activity can be retrieved from the reporting tools that Greater Giving provides upon initial product set-up. Greater Giving provides the client with a link to the reporting site, a login, and password. If you need a copy of the link, login and password, please contact our client service department at 1.866.993.2729.

The bank generally processes Online Payments donations and registrations at 5PM daily. All online donations and registrations made after 5PM are generally are included in the following day’s credit card charge activity.

OPTION 1:.

Download this fax cover sheet (PDF) and follow the instructions to fax a voided check to Greater Giving at 503-597-0580. Greater Giving will not accept starter checks..

OPTION 2:

Greater Giving will accept a letter from your bank confirming your organization's account. The letter must be on bank letterhead and must include your legal organization’s name, address, routing and account number. The bank letter must include bank contact information, including the name, title, and phone number.

Your requests will be processed by the end of the 2nd business day following receipt of the banking update.

For security reasons, email submissions are not accepted.

Please contact our Client Services department at 1.866.269.8151 to make changes to contacts used by Greater Giving.

Fill out the Account Payments form. A receipt will be sent to the client via e-mail.

You can contact the billing department at Greater Giving by e-mailing accounting@greatergiving.com  or call 503.597.0378 and ask for accounts receivable and billing.