Try each of the following steps in order until the issue is resolved:

  1. In Batch, check all uncommitted gift batches for the transactions in question. When you locate the missing transaction, delete it from the uncommitted batch or commit the batch so the transaction is no longer pending. 
  2. Check batches for exceptions.  If the transaction in the batch was an exception it would not have been committed even if the batch was. Delete these batches if so. 
  3. If using a recurring batch, select Tools, Clear Declined Authorization Codes from the menu bar. 
  4. On the General Tab of the Automatically Generate Transactions/Payments screen in the gift batch, ensure the Transactions due on or before field has the correct date. If the next payment for the pledge or recurring gift is after this date, a transaction is not generated.
  5. On the General Tab of the Automatically Generate Transactions/Payments screen in the gift batch, verify the correct records have been included. If using a query, verify the appropriate gifts have been included in the query. 
  6. On the General Tab of the Automatically Generate Transactions/Payments screen in the gift batch, make sure the appropriate payment types are marked next to Include these payment types:
  7. Mark the recurring gift as Active:
    1. In Records, click Gifts.  
    2. Click Open a Gift and search for and select the recurring gift.  
    3. On the Gift tab in the Status field, select Active. Remove the value from the Date field.  
    4. Click Save and Close.  
  8. Confirm the Campaign, Fund, and Appeal records are not marked as Inactive:
    1. In Record, click Campaigns (or Funds/ Appeals).
    2. Click Open a Campaign and search for the campaign listed on the original recurring gift/pledge. 
    3. On the General tab, unmark the Campaign is inaction checkbox.
    4. Click Save and Close.
    5. Repeat for the other record types to confirm none are marked Inactive.
  9. Add the Card type with the Pay method information on the original Recurring Gift record.  Make sure the box for EFT is marked on the original recurring gift.
  10. Delete the gift and re-enter it with the same information as the previous gift. 
  11. If using the UK version: 

     
    1. Verify the Generate Instructions Only option is not selected.  
    2. In Configuration, click General. If Paperless mandates used is selected, the constituent must have certain criteria filled in on the Details section of the direct debit gift. Refer to the Appendix of the Paperless Direct Debit Guide (PDF) for more information