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Upon successful processing, a One-off donation is recorded as a Gift Transaction, while a Recurring donation is recorded as a Gift Commitment.

Gift Batches Process

  1. From the App Launcher, find and select Gift Batches.

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  2. Select an Unprocessed Gift Batch or Create a Gift Batch.

  3. Click the New Entry button to process Gift entry.

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The New Entry Form will display and fill in the necessary information:

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a. Under the Donor Information section input the barcode that can be found in the Campaign Member record. The system will then automatically display the details. 

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o Select the type of donation you'd like to make: One-Off or Recurring.

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b. Under the Set Gift Information section, if the Payment Method is a Credit Card, a Gateway Account is required.

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o Enter the amount of the donation you wish to give as a gift.

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c. Under the Set Designation Information, these are auto-populated following the Designation listed in the Campaign parent. You can also change the Percentage of the designation if you like.

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  1. Click NEXT after filling in the necessary information and Payment Information will display showing the Payment Instrument and the card details.

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  2. Tick the record and click NEXT and a new Gift Entries will be created.

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  3. Click Process Batch to process your Gift Batch Entries.

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    Once the batch entries have been processed, the system will generate a Gift Transaction for each donor's gift entry. For recurring donations, a Gift Commitment will be created.