- Search for and open the donor's account
- Click the blue Journal link
- Select Gift/Pledge from the Add New drop down menu
- Fill in the Received field with the amount the donor is donating
- Select a Fund, along with any other fields you'd like to track (Campaign, Approach, etc...)
- Click on the Gift Types tab on the right side of the screen
- Select Electronic Funds Transfer (EFT) in the Gift Type drop down menu
- Select whether the account being charged is a Savings or Checking account
- Fill in the Routing Number and Account Number fields since you are going to process this donation
- Make sure you have your BBMS or Sage processor selected within the Transaction Processor field if your organization uses more than one processor, you will also see a .
- Set the drop down menu next to the Save And button at the bottom of the page to Process Transaction
- Click Save And
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