Process Gifts Manually

To prepare for an upcoming release of Canadian Direct Debits, we’ve made updates to how you process credit/debit card and EFT (Electronic Funds Transfer) transactions manually.

You’re now automatically prompted to process these transactions whenever you save a new gift if you selected a transaction processor and entered credit/debit card or EFT bank account information. Previously, you needed to select "Process Transaction" in the drop down menu and then save the transaction.

We removed the option to process existing credit/debit card and EFT transactions. The Process Credit/Debit Card and Process EFT options no longer appear when you save a transaction with credit card or EFT bank account details.

Note: You can still 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.

We’ve also updated the labels that indicate whether the transaction has been processed to make them easier to locate.

For more information, see Processing Gifts Manually in the Database.