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7 .91 G IFT PROCESSING GUIDE

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BAT CH

• 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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BAT CH

• Sending donations to IP Payments or IATS

- In the batch go to Tools Create EFT Transmission Files

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CRE AT E T RANS MIS S ION F IL E S – V 7 .91

Select IP Payments

account and click

“Create now”

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BAT CHING

• 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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COMMIT T ING BAT CH

• 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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CL E AR DE CL INE D AUT HORIS AT ION AND

RE JE CT ION CODE S

• 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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CL E AR DE CL INE D AUT HORIS AT ION AND

RE JE CT ION CODE S

• 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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CL E AR DE CL INE D AUT HORIS AT ION AND

RE JE CT ION CODE S

• 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.....