To process gift batches with other payment types we use other Batch Data Entry templates. The process is very similar.
Remember that when you created a New Batch of Credit Card transactions, the first step was to
Select a Template.
If you select the Direct Debit Template, you’ll be provided with a screen very similar to the Credit Card entry template except that it will have fields for the Direct Debit details.
If you wish to process Cash, Cheques, Prebanked transaction etc. Use the Cash, Cheques, Direct Deposit Template this will give you a screen like this.
Again, similar rules will apply using this screen as those for the same payment methods in Quick Donation Entry.
If you are processing a Cash transaction, specify a Payment Type of Cash and no other payment details fields needs to be completed.
If you are processing a Cheque then specify a Payment Type of Cheque and complete the Cheque Number, BSB, Cheque Account Number and Cheque Drawers Name fields.
If you are processing a Credit Card transaction that has been processed through a separate system, such as an EFTPOS terminal then specify a Payment Type of Credit Card and optionally enter a Payment ID to reference the transaction in the other system.
To process a Direct Deposit, specify a Payment Type of Bank Account and optionally insert a Payment ID referencing the transaction ID from the bank account.
If you are processing a BPay transaction, then specify a Payment Type of Bank Account and a Payment ID of BPay plus the BPay ID.
If you are processing an Apple Pay, Google Pay, PayPal or other eWallet transaction from an external system, then specify a Payment Type of Bank Account and then a Payment ID referencing the payment method and transaction ID e.g. Apple Pay then the reference number.