7.91 gift processing user guide

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7.91 gift processing user guide

  1. 1. 7.91 GIFT PROCESSING GUIDE11/04/2011 1
  2. 2. B AT C H• Use batch to auto generate transactions/payments (Recurring Gifts) - In the batch go to Tools Automatically Generate Transactions/Payments• Use batch to enter one off credit card payments directly into Batch• EFT? box must be ticked on the gift record (circled above)11/04/2011 2
  3. 3. B AT C H• Sending donations to IP Payments or IATS - In the batch go to Tools Create EFT Transmission Files11/04/2011 3
  4. 4. C R E AT E T R A N S M I S S I O N F I L E S – V 7 . 9 1 Select IP Payments account and click “Create now”11/04/2011 4
  5. 5. B AT C H I N G• IP Payments will send back Authorisation Code or Rejection Code• IP Payments will send back Authorisation Code or Rejection Code• If batch is not committed and batch has received authorisation code or rejection code from IP Payments, user can choose to commit batch or if needed add more transactions to batch. RE and IP Payments will only process transactions that do not have an authorisation code or rejection code.11/04/2011 5
  6. 6. C O M M I T T I N G B AT C H• It is recommended to „Create a new batch of exceptions‟ when committing the batch. Rejected transactions will copied to this exception batch11/04/2011 6
  7. 7. C L E A R D E C L I N E D A U T H O R I S AT I O N A N DREJECTION CODES• In an exception batch – user can clear declined authorisation and rejection codes by click on Tools – Clear Declined Authorisation and Rejection Codes• NOTE: This will clear ALL the values out of the Rejection Code column.• To ONLY reprocess specific transactions, the rejection codes will need to be deleted manually for those transactions specifically. (see next page)11/04/2011 7
  8. 8. C L E A R D E C L I N E D A U T H O R I S AT I O N A N DREJECTION CODES• If user only wants to clear one particular group of rejection codes, user can sort batch in Rejection Code order and manually blank out the value in the Rejection Code11/04/2011 8
  9. 9. C L E A R D E C L I N E D A U T H O R I S AT I O N A N DREJECTION CODES• Fix the payment• Create EFT transmission file (sending payment details to IP Payments or IATS)• Commit batch, create exception batch• Clear the next group of rejection code• And so on.....11/04/2011 9

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