Ruben Delgado

Summary:

Beginning in January, California will require a receipt for charitable donations. Donations can be made today on an Adyen device, but the connector needs to call a "transaction status" API to retreive the receipt. This cannot be done through customization and requires a fix from Microsoft.

Details:

Adyen supports something called "Adyen Giving", which enables merchants to prompt customers for charitable donations after a transaction in which they pay with a credit card. In this scenario, after paying for the transaction, the customer is prompted to ask if they would like to donate to _____? If they want to donate, they select an amount, then tap their card to pay. The flow is entirely outside of Dynamics and can be supported out of box today.

In the US, charitable donations can be used as a tax deduction by presenting a credit card statement with the donation- as long as it is under $250. Over that amount and they need a proper receipt.

On January 1, California is introducing rules that govern charitable giving platforms. Those rules stipulate that a customer must receive a receipt for a donation regardless of amount. Adyen supports retrieving a receipt for a charitable donation by making a "transaction status" request. This request will return the result of the "Giving" flow on the device, along with the credit card receipt, if a donation was made. If Microsoft enables the "transaction status" request, then merchants will be able to provide receipts for donations at the point of sale and be compliant with California law.

Store reps should not have to ask "Debit/Credit" or "Gift"? Ideally there would be a single "Get payment" operation in POS that would send the request for the amount due to the device and then record the correct payment type when the authorization is received (Similar to Idea "Allow a Exact Card operation similar to Exact Cash").

Today, store reps need to ask a customer if they are paying with debit/credit or gift cards. Then they need to select the correct operation and the customer needs to follow through by presenting the correct payment method on the terminal. If the rep assumes credit, but the customer pays with a gift card, the payment will be authorized and added to the transaction, but it will be categorized as credit on the X report even through the card type is correctly ID'd as "Gift" on the receipt. This results in confusion on the receipt and the need for accounting to reclassify payments in the back office.