1. Open the batch with the uncharged/unprocessed gifts.
  2. Select Tools > Edit Batch Setup 
  3. Mark the Batch is recurring checkbox (to enable us to work in this batch again)
  4. Click Data Entry
  5. Charge the credit cards and/or process the direct debits.
  6. To move the now charged/processed gifts to gift records, use one of the following options:
  • In the batch, find the Authorization information. Note that and the corresponding constituent / gift information, such as using screenshots or exporting the batch grid from File > Export.
  • Still in the batch, return to Tools > Edit batch set-up > unmark the batch as recurring > click Data Entry (as this is not a true recurring batch).
  • Close the batch (x-out).
  • Go to Records > Constituents (or Gifts) and search for each record.
  • Manually enter the authorization information on the gift. This information can be added even if the gift is already posted to the General Ledger.
OR
  • Adjust to $0 or delete the uncharged/unprocessed gifts that have already been committed.
  • Commit the current batch of now charged/processed gifts.
  • After the commit is completed, re-open the same batch and return to Tools > Edit batch set-up > unmark the batch as recurring > click Data Entry (as this is not a true recurring batch).