The options to Authorize Credit Cards and Authorize Direct Debits are present if the RE:EFT module is not present. Credit cards can be processed without RE:EFT. Direct debits can be processed using Blackbaud Merchant Services (BBMS) without the RE:EFT module present. 

If one or both of these these options are grayed out, review the following until the options are available

1. Review that The Raiser's Edge is set up for credit card and direct debit processing:

2.    Verify the required fields and settings are present in the batch:
 
Credit card gifts:
  • At Tools > Edit batch set-up > batch header tab > make sure that Include batch for bank depositing is unmarked
  • Ensure the following fields are present and visible (not hidden) with the values stated:
    • Type = Cash
    • Pay method = Credit Card
    • Credit Type = [select a value of Visa, MasterCard, etc.]
    • Credit card number = [A number is present showing is ************####]
    • Expires on = [date is entered]
    • Cardholder name = [name is entered]
    • Authorization code= [field is blank]
    • Rejection code = [field is blank]
 
Direct debit gifts:
  • At Tools > Edit batch set-up > batch header tab > make sure that Include batch for bank depositing is unmarked
  • Ensure the following fields are present and visible (not hidden) with the values stated:
    • Type = Cash
    • Pay method = Direct Debit
    • Bank = [a bank/financial institution relationship is selected]
    • Authorization code= [field is blank]
    • Rejection code = [field is blank]