Editing Executive Standards (section)

=== Pending Payments ===
The pages for donations, renewals and new members on our website provide a "Pay Later" option. This allows the donor to indicate that they will mail a cheque or send an Interac e-transfer. The email sent to the donor (copied to the CFO) provides the Party's address for sending a cheque and instructions on how and where (donations@ontariolibertarian.ca) to send an Interac e-transfer (EFT). The donation record created indicates the Status is "Pending." 

When the cheque or EFT is received, update the "Pending" Donation record to "Completed" and enter the date received. This will automatically update any related Donation or Membership Record. Also check the "Send a Receipt" box. Then click on [Save]. (Do not try to enter a payment.)

Occasionally the donor may decide to make the payment online with a credit card. Stripe normally indicates the Donation or Member Dues is "Pending" for up to a week. As long as the payment is not reversed by the donor's credit card,  Stripe will change the status of the payment record to "Completed" and transfer the donation to our bank account. However, Stripe does not update or delete the "Pending" record. This "Pending" record must be deleted manually (click on the three dots at the far right of the donation record). CRM does not include "Pending" records in any listing unless they are specifically included in the search parameters.   

It is a good idea to follow up "Pending" payments if they are more than a week old. Send them a Donation Reminder email via CRM. (Create an appropriate email template if one does not already exist.) Pending Payments more than about 6 months old should be changed to "Canceled." ''[Is it better to delete or flag as Overdue or Failed?]''