Processing Gifts Manually in the Database

After you set up a processor account, you can use to process gifts.

Tip: Looking to speed things up? Consider auto processing for recurring gifts and pledges made by credit/debit card or electronic funds transfer (EFT). For details, refer to Auto Processing Rules.

1. First add a gift and enter basic details. For information about how to enter a gift, see Add a gift.

2. Under Gift Type, select Credit/Debit Card, enter the full credit/debit card number, expiration date, cardholder name, and credit/debit card type. Do not enter an authorization code.

   If you use a Sage Payment Solutions processor, you can also process gifts as Electronic Funds Transfers, or EFT. To do so, under Gift Type, select Electronic Funds Transfer. In the Account Type field, select whether the donor is using a checking or savings account. Then enter the routing number, account number, and other details. Do not enter an authorization code.

   If you have multiple processors, select which one to use for the gift.

3. Enter any additional information about the gift.

4. Click Save.

   Note: To enter a credit/debit card and EFT transaction without processing it, set Transaction Processor to "None Selected" and only enter the last 4 digits of the account number or “XXXX” to not be prompted to process when you save the transaction.

5. Confirm you want to process this gift with the credit/debit card or EFT details provided.

6. When a transaction processes successfully, the gift appears in the list on the constituent's journal. Under Gift Type, a "Card has been processed via eTapestry Virtual Terminal" message appears. For security proposes, only the last four digits of the credit/debit card number are visible. Your processing company provides an unique authorization code which can be used to compare with your processing company's data.

   If a transaction process fails, an error message appear to individuate why the attempt failed. After you read the message, click OK to return to the transaction screen.

   • If the message indicates a problem with the credit/debit card, verify that the gift type information is entered correctly before you attempt to process the transaction again.

     If the gift type information was entered correctly, contact the cardholder to verify the information or to ask if the card has been reported lost or stolen.

   • If the error message indicates a problem with your processor, such as an invalid processor code or password, verify that you have entered the processor information correctly.

     If the processor type information was entered correctly, contact your processing company to verify whether they are experiencing technical difficulties.