Add a credit card processing process
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1.
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From Revenue, click EFT. The EFT page appears. |
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Click Credit card processing. The Credit Card Processing page appears. |
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4.
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On the Charge process tab, enter a unique name and description to help identify the process. |
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5.
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In the Account field, select the merchant account to use to authorize and process credit card transactions in the transmission file generated with the process. |
The Account field drop-down list displays all merchant accounts set up for your organization with gateways that allow batch processing. Each merchant account is valid for a single country. You cannot include credit card transactions for multiple countries in the same revenue batch. If you receive transactions that use credit cards issued in multiple countries, you must use a separate merchant account for each country. For information about how to configure merchant accounts, see Merchant Accounts for the Blackbaud Payment Service.
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Under Where are the credit card transactions coming from?, select whether to use an existing batch or generate a new batch that contains the credit card transactions to include in the transmission file. |
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If you select Existing batch, enter the number of the uncommitted batch with the transactions to include or search for the batch. |
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To automatically validate the projected totals, select Validate protected totals before processing transactions. If you set up rejection handling to remove rejected transactions, the program updates projected totals when it removes rejections from the batch. |
Tip: We recommend that you select to validate projected totals before processing transactions.
If the projected total revenue amount or number of transactions does not match the batch data, an error occurs and you must correct the batch before you can successfully process its transactions.
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If you select New batch, select the type of transactions to include. You can include pledges, recurring gifts, or both. To include only a selection of revenue records, select Only include payments in this selection and search for or create the selection of revenue records to include. To adjust the ad-hoc query or smart query instance used to create the selection, click Edit Query. |
Note: If you select Only include payments in this selection and specify a selection, the program includes the revenue records of the selected type in the selection that are due on or before the date entered in the Payments due on or before field. Otherwise, the program includes all revenue records in your database that are due on or before the cut-off date.
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In the Payments due on or before field, enter the date you want the program to use to select the transactions to include. |
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To combine all commitments from the same constituent into one payment, select Consolidate multiple commitments to a single payment by constituent. |
The program automatically creates a batch of the payments generated by the process. Specify the parameters of the batch.
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In the Payment batch template field, select the template to use with the new batch. Only batch templates eligible for credit card processing and Generate Payments appear in the dropdown menu. |
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In the Payment batch owner field, select the user to own and process the batch. |
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Select the Rejection handling tab. |
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8.
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Under What would you like to do with permanent rejections?, select whether to export transactions that have permanent rejections and remove them from the batch. |
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If you select Export transactions that have a permanent rejection and remove them from the batch, search for the export definition. The program adds the batch number to the selection name. |
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If you select Also create a selection of the commitments to which the exported transaction apply, enter a name for the selection and select whether to overwrite an existing selection with the same name. |
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If you select Take no special action, transactions that have permanent rejections are not removed from the batch and no export is created. |
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Under What would you like to do with provisional rejections?, select how to handle transactions from this batch that have provisional rejections. |
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To create a separate batch of these transactions so you can attempt to process them again, select Create a retry batch of all transactions from this batch that are given a provisional rejection. If you select this option, enter the maximum number of attempts to allow transactions with provisional rejections to be retried. |
Note: If you choose to retry provisional rejections, your payment processor or gateway may charge fees for additional transaction attempts. To minimize fees, enter a lower maximum number of attempts. After transactions have been retried the maximum number of attempts, they are treated as permanent rejections.
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To handle these transactions as permanent rejections, select Treat the provisional rejections the same as permanent rejections. |
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To leave these transactions in the batch and not create a retry batch, select Take no special action. |
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10.
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Click Save. You return to the Credit Card Processing page. |