Electronic Funds Transfer (EFT) Guide - Blackbaud, Inc.

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66 C HAPTER5. Click Preview Now. The Raiser’s Edge generates and displays the report. From the report preview, youcan print the report or export it to another application.
IndexAaccessing, see navigatingaccount, defined 47adding recurring gift and pledge payments, seeautomatically generating recurring gifttransactions and pledge payments for a batchapplying payment to the same membership, defined30authorization codes, declined 57automatically generate transactions/paymentscontrol reportdetail 59summary 59automatically generate transactions/paymentsexception report 58automatically generating recurring gift transactionsand pledge payments for a batchdefined 22screen 25general tab 27gift fields tab 28setting up a batch 24BBlackbaud Merchant Services, defined 10Blackbaud Payment Service, defined 10Blackbaud Payment Service, initializing 20business rulesdefined 18Cclearing declined authorization codes 57Configurationbusiness rulesBlackbaud Merchant Services 18defined 18IATS 18ICVerify 20financial institutions 17general 16Configuration, settings 16create control report, defined 28, 47create credit card file, defined 47create credit offset transaction checkbox, defined46create direct debit file, defined 45create exception report, defined 28create transmission file control reportcredit card 61direct debit 60create transmission file screen 44creating recurring gift transactions and pledgepayments, see automatically generating recurringgift transactions and pledge payments for a batchcredit card file, defined 47credit card transmission filesBlackbaud Merchant Services 53IATS 53ICVerify 55Ddeclined authorization codes 57defining user options 12direct debit transmission file screen 44direct debit transmission files, creating 48direct debit transmission files, defined 35, 46direct debit, defined 10direct deposit, see EFTEEFT, defined 10EFT, see Electronic Funds Transferelectronic funds transfer, see EFTelectronic payment type, defined 10Ffinancial institutions 17financial processing date, defined 10, 46Ggeneral settings, Configuration 16general tab, automatically generate recurring gifttransactions and pledge payments screencreate control report 28create exception report 28
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chapter1Electronic FundsTransferEFT
Page 7 and 8:
E LECTRONIC FUNDS TRANSFER 3More an
Page 9 and 10:
E LECTRONIC FUNDS TRANSFER 5Prepare
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E LECTRONIC FUNDS TRANSFER 7 After
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E LECTRONIC FUNDS TRANSFER 11Prenot
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E LECTRONIC FUNDS TRANSFER 133. Fro
Page 19 and 20: E LECTRONIC FUNDS TRANSFER 15Gift T
Page 21 and 22: E LECTRONIC FUNDS TRANSFER 17If you
Page 23 and 24: E LECTRONIC FUNDS TRANSFER 19When y
Page 25 and 26: E LECTRONIC FUNDS TRANSFER 21After
Page 27 and 28: E LECTRONIC FUNDS TRANSFER 23To gen
Page 30 and 31: 26 C HAPTERThe Automatically Genera
Page 32: 28 C HAPTERTransactions due on or b
Page 35 and 36: E LECTRONIC FUNDS TRANSFER 31 Autom
Page 39 and 40: E LECTRONIC FUNDS TRANSFER 35Create
Page 41 and 42: E LECTRONIC FUNDS TRANSFER 37File H
Page 43 and 44: E LECTRONIC FUNDS TRANSFER 39Entry
Page 45 and 46: E LECTRONIC FUNDS TRANSFER 41File C
Page 47 and 48: E LECTRONIC FUNDS TRANSFER 43You ca
Page 49 and 50: E LECTRONIC FUNDS TRANSFER 45The Cr
Page 51 and 52: E LECTRONIC FUNDS TRANSFER 47Accoun
Page 53 and 54: E LECTRONIC FUNDS TRANSFER 491. Fro
Page 55 and 56: E LECTRONIC FUNDS TRANSFER 51 Creat
Page 57 and 58: E LECTRONIC FUNDS TRANSFER 53 Creat
Page 59 and 60: E LECTRONIC FUNDS TRANSFER 559. Aft
Page 61 and 62: E LECTRONIC FUNDS TRANSFER 57Until
Page 63 and 64: E LECTRONIC FUNDS TRANSFER 59Automa
Page 65 and 66: E LECTRONIC FUNDS TRANSFER 61The to
Page 67 and 68: E LECTRONIC FUNDS TRANSFER 63In add
Page 69: E LECTRONIC FUNDS TRANSFER 652. Cli
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