The document provides guidance on using the batch processing feature in the gift processing system. It describes how to automatically generate recurring gifts and credit card payments, create EFT transmission files to send donations to payment processors, commit batches to process payments, and clear declined authorizations and rejection codes for failed transactions to reprocess them. The batch processing feature can be used to enter one-time or recurring donations and send the payment details to external payment processors. Transactions that fail authorization require manually clearing the rejection code to reprocess individual payments.

1. 7.91 GIFT PROCESSING GUIDE
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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)
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3. B AT C H
• Sending donations to IP Payments or IATS
- In the batch go to Tools Create EFT Transmission Files
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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”
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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.
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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 batch
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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 D
REJECTION 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)
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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 D
REJECTION 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
Code
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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 D
REJECTION 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.....
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